Loading...
HomeMy WebLinkAboutBoys & Girls Clubs of Carlsbad; 2023-02-01; PSALCA-23061CA1 PSALCA-23061CA 2022-2023 GRANT AGREEMENT FOR Boys & Girls Clubs of Carlsbad This agreement, is made on the _____ day of ______________________________, 2023, by Boys & Girls Clubs of Carlsbad (ORGANIZATION), hereinafter referred to as “Grantee,” and the CITY OF CARLSBAD, a municipal corporation, hereinafter referred to as “City” (the “Agreement.”) City, as Grantor, agrees to provide Grantee the Grant funds awarded to Grantee during the 2022-2023 Community Arts Grants Program in an amount not to exceed five thousand dollars ($5,000) (“Grant.”) The purpose of the Grant is to provide funds to Grantee for the project outlined in the Agreement Scope (“Agreement Scope”). Project Title: Carlsbad Art Wall, a Snyder Art Project The grant provided herein is comprised of public funds. Therefore, to ensure that the public funds are used for a public purpose, in accordance with the law, the City and Grantee hereby agree to the following terms. TERMS AND CONDITIONS OF GRANT 1. TERM. The term of this Agreement shall mean the period commencing on the execution date of this Agreement and expiring on September 30, 2023. The term of this Agreement may be extended by mutual written agreement of the parties. The parties will prepare a written amendment indicating the effective date and length of extended Agreement. 2. USE OF COMMUNITY ARTS GRANTS PROCEEDS. a. Grant funds are to be disbursed as outlined in this Agreement in consideration of and on condition that the sum be expended in carrying out the purpose as set forth in the Agreement Scope and under the terms and conditions set forth in this Agreement. Grantee agrees to assume any obligation to furnish any additional funds that may be necessary to complete the Agreement Scope. b. In accordance with the Agreement Scope and the Fiscal Year 2022-23 Community Arts Grants Guidelines, all grant funds are eligible to be used from January 3, 2023 through August 31, 2023. Any extension of fund use must be requested in writing at least 30 days prior to the end of the original agreement or sooner to allow time for written amendment and approval in writing by City. Extension of Community Arts Grants 2022-2023 funds may render that organization ineligible to apply for or receive additional funds as part of the subsequent Community Arts Grants 2022-2023 cycle. c. All costs accrued for services and/or supplies prior to the execution of Agreement are not eligible for funding or reimbursement through the use of Grant proceeds. d. Eligible and ineligible costs include, but are not limited to, items detailed in the Fiscal Year 2022-23 Community Arts Grants Guidelines, in the section titled Eligible and Ineligible Costs, attached hereto as Exhibit A. 3. CONDITIONS OF FUNDING AND DISBURSEMENT. City shall have no obligation to provide the Grant proceeds or to make any subsequent disbursement of Grant proceeds, and may seek reimbursement of Grant proceeds, if any of the following requirements are not fully satisfied: a. Grantee shall use grant funds to implement the Agreement Scope, including using the Grant funds to only cover expenditures for programs and services incurred during the Agreement Scope dates and under the terms and conditions of this Grant Agreement. b. Grantee shall certify that the Agreement Scope is within Carlsbad city limits or that the Grantee’s main address is within Carlsbad city limits, as specified in the Fiscal Year 2022-23 Community Arts DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F 1st February 2 PSALCA-23061CA Grants Guidelines. c. Grantee shall complete all work in accordance with Agreement Scope, as reasonably soon as possible, but in no case later than thirty (30) calendar days, Grantee shall notify the City of events or proposed changes that could affect the Agreement Scope. d. The Grantee shall be responsible for the performance of the work, as set forth herein, and for the preparation of reports required by this Agreement. e. Before Grantee makes any material changes to the Agreement Scope, Grantee will inform City Staff in writing within ten (10) working days of the decision to implement said change. City may request documentation to support the change, and Grantee agrees to submit to the City, in writing, the proposal requesting modifications to the Agreement Scope. Grantee shall make no material changes to the Agreement Scope unless and until City formally approves the Grantee’s request in writing. f. Grantee shall acknowledge the City’s Grant consistent with the Fiscal Year 2022-23 Community Arts Grants Guidelines, attached hereto as Exhibit A. g. Grantee shall provide full and timely information to the City to update staff on programs and include naming the City in any publications and/or social media, whether in digital or print format, as opportunities arise. h. Grantee shall retain all records and supporting documentation, including expenditure receipts, applicable to the Agreement Scope and this Agreement for a period of three (3) years, and make all records and supporting documentation readily available, upon request, for inspection and/or audit by representatives of the City. 4. EVENT/PROGRAM PROMOTIONAL OPPORTUNITIES. Grantee has the option to supply event and/or program information including the date, location, time, admission, parking and related details for inclusion in Cultural Arts’ communications such as e-newsletter, emails and website. At its discretion, the Cultural Arts Office will provide support in distributing the information through the city’s established channels of communication. If grantee wishes to participate, the grantee needs to submit the information to the Cultural Arts Office at least sixty (60) days prior to the event or program. Please initial box to opt-in to promotional opportunities 5. RETURN OF GRANT FUNDS. If City determines that Grantee has failed to comply with the terms and conditions of this Grant Agreement without prior written approval by the City, then, upon demand by the City, Grantee agrees to return to the City the amount requested by the City, up to and including an amount equivalent to the full Grant award. Failure of the Grantee to comply with the terms of this Agreement shall not be the cause for return of Grant funds if, in the judgment of the City, such failure was due to no fault of the Grantee. In such case, any amount required to settle, at minimum cost, any irrevocable obligations properly incurred shall be eligible to be paid by Grant funds. However, if, due to a local health order, Grantee is unable to complete all events or requirements of the Scope of Work, Grantee may be required to return up to the full amount of the award or a prorated amount based on the percentage of the work completed. 6. REQUIRED REPORTS. Failure to complete the following reports may render the recipient ineligible to receive the full and final payment of the Grant award. a. Submit a Revised Project Form, as required per the Fiscal Year 2022-23 Community Arts Grants Guidelines, attached hereto as Exhibit A, within thirty (30) days of Grant award notification. b. Submit a Final Report including all required attachments by completing the designated form to the City (30) calendar days after the Agreement Scope end date or, September 30, 2023, DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F 3 PSALCA-23061CA whichever is earlier. Grantees in noncompliance with the above reporting requirements agree to return some or all of the initial Grant payment if requested by the City. Additionally, if Grantee is found to be in noncompliance, Grantee agrees that for the year immediately following a determination of noncompliance, Grantee shall be ineligible to receive any new grants from the City. 7. DISBURSEMENT OF GRANT FUNDS. The Grant amount to be provided to the grantee, under this Agreement, may be disbursed as follows: a. First payment of 80 percent of Grant will be disbursed upon approval of Revised Project Form as applicable, and receipt of fully executed contract. b. Final payment of 20 percent of Grant will be disbursed upon receipt of Final Report and approval by Library & Cultural Arts Director or designee. c. Any payment of a Grant amount in excess of the final Project costs shall be returned to the City within sixty (60) days of completion of the Agreement Scope or the Project end date, whichever is earliest. 8. PROJECT CANCELLATION. a. If a Grantee wishes to cancel a Project at any time, Grantee shall notify the City in writing within fifteen (15) calendar days of the decision to cancel and Grantee, at the time it provides the City with notice of cancellation, shall return all Grant funds to the City. b. In the event an approved Agreement Scope cannot be completed for any reason, and if Grant funds were disbursed to Grantee, Grantee agrees to return all Grant funds to the City forthwith. 9. PROJECT MODIFICATION OR TERMINATION. a. Grantee may unilaterally rescind this Agreement at any time prior to the commencement of the Project, or prior to first disbursement of funds. After Project commencement, as outlined in the Agreement Scope, or disbursement of Grant funds, this Agreement may be rescinded, modified or amended only by mutual agreement, in writing, of both the City and Grantee. b. Any changes, whether planned or unanticipated, to funded projects due to a local health order (including, but not limited to, state or local health orders and social distancing measures) must be submitted to City at least seven (7) calendar days before implementation of the change. Proposed modifications will be reviewed on a case-by-case basis, and the City's Cultural Arts Manager or designee will notify Grantee in writing whether the proposed changes are approved. Any project changes must continue to adhere to the City’s Fiscal Year 2022-23 Community Arts Grants Guidelines provided with the original executed agreement. 10. LOSS OF GRANT. At the discretion of the City, the following actions may result in a loss of all or in part of any Grant amount allocated to the Grantee: a. A Grantee fails to enter into a signed Agreement with the City within thirty (30) calendar days of receipt of the Agreement. b. Activities associated with Grantee occur that do not align with activities described in the Agreement Scope, including, but not limited to, reduction in services, significant alteration of Agreement Scope elements, such as performers, artists or attendees, or significant changes in budget income, expenses or line-item designations from Grantee’s budget, included in the Agreement Scope. c. A Grantee withdraws or terminates the Agreement Scope. d. A Grantee fails to complete the Agreement Scope and/or fails to submit all required reports and/or documentation before September 30, 2023. DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F 4 PSALCA-23061CA 11.COVENANT AGAINST DISCRIMINATION. Grantee will comply with all applicable local, state and federal laws and regulations prohibiting discrimination and harassment. Grantee agrees that neither it nor its agents shall discriminate against any clients, prospective clients, employees, prospective employees, contractors, or prospective contractors on the basis of race, color, religion, sex, national origin, age, disability or familial status. 12.NOTICES. a.The names and addresses of the persons who are authorized to give written notices to receive written notice on behalf of City and on behalf of Grantee under this Agreement. b.Each party will notify the other immediately of any changes of address that would require any notice or delivery to be directed to another address. For Grantee: For City: City of Carlsbad Cultural Arts Manager Richard Schultz 1775 Dove Lane Carlsbad, CA 92011 Boys & Girls Clubs of Carlsbad Attn: Jeremy Gottlieb 2730 Bressi Ranch Way Carlsbad, CA 92009 jeremygottlieb@gmail.com richard.schultz@carlsbadca.gov 13.INDEMNIFICATION. Grantee hereby agrees to defend, indemnify, and hold free and harmless the City, its officers, officials, employees and volunteers from and against any and all claims, damages, losses, costs (including but not limited to attorney's fees) and liabilities of any kind arising directly or indirectly out of, or related in any way whatsoever to the provision of Grant proceeds. 14.NO PARTNERSHIP OR JOINT VENTURE. The relationship between City and Grantee is solely that of Grantor and Grantee. Under no circumstances shall City and Grantee be deemed to be partners or involved in a joint venture. 15.MODIFICATIONS. This Agreement may not be modified or amended except by written document executed by a duly authorized representative of both the City and the Grantee. 16.GOVERNING LAW. This Agreement shall be construed in accordance with and be governed by the laws of the State of California. Venue, in the event of a dispute, shall be in the North San Diego County Superior Court. 17.SEVERABILITY. In the event that any provision or clause of this Agreement conflicts with applicable law, such conflict shall not affect other provisions of this Agreement, which can be given effect without the conflicting provision. To this end, the provisions of this Agreement are declared to be severable. 18.DRAFTING AMBIGUITIES. Grantee understands that it is aware that it has the right to be advised by counsel with respect to the negotiations, terms and conditions of this Agreement, and that the decision of whether or not to seek advice of counsel with respect to this Agreement is a decision which is the sole responsibility of Grantee. This Agreement shall not be construed in favor of or against either Party by reason of the extent to which either Party participated in the drafting of this Agreement \\\ \\\ DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F 5 PSALCA-23061CA 19. SIGNING AUTHORITY. The representative for each Party signing on behalf of a corporation, partnership, joint venture or governmental entity hereby declares that authority has been obtained to sign on behalf of the corporation, partnership, joint venture, or entity and agrees to hold the other Party or Parties hereto harmless if it is later determined that such authority does not exist. GRANTEE CITY OF CARLSBAD, a municipal corporation of the State of California *By: By: (1st signature here) SUZANNE SMITHSON Library & Cultural Arts Director As authorized by the City Manager JEREMY GOTTLIEB, Board Chairman (Print name/Title) jeremygottlieb@gmail.com (Email address) ATTEST: (Date) **By: (2nd signature here) For SHERRY FREISINGER City Clerk LUKE MATTSON, Board Secretary (Print name/Title) luke.matteson@firstcitizens.com (Email address) (Date) If required by City, proper notary acknowledgment of execution by contractor must be attached. If a Corporation, Agreement must be signed by one corporate officer from each of the following two groups. *Group A. **Group B. Chairman, Secretary, President, or Assistant Secretary, Vice-President CFO or Assistant Treasurer Otherwise, the corporation must attach a resolution certified by the secretary or assistant secretary under corporate seal empowering the officer(s) signing to bind the corporation. APPROVED AS TO FORM: For CINDIE K. McMAHON, City Attorney By: Deputy / Assistant City Attorney DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F 6 PSALCA-23061CA EXHIBIT “A” SCOPE OF GRANT Itemized list of what Grantee will complete to satisfy grant funding. Items which may be included in this section: Required 1. Fiscal Year 2022-23 Community Arts Grants Guidelines 2. Completed Community Arts Grants 2022-2023 Application 3. Guidelines for Funding Acknowledgement 4. Educational Institutions / Art in Schools – Arts Commission Meeting Minutes dated 11/03/2022 Optional, As Needed 5. Community Arts Grants 2022-2023 – Project Budget Information 6. Community Arts Grants 2022-2023 – Revised Project Form 7. Community Arts Grants 2022-2023 – Revised Project Budget Information DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F FISCAL YEAR 2022-23 COMMUNITY ARTS GRANTS GUIDELINES The City of Carlsbad Cultural Arts Office serves to encourage, develop and facilitate an enriched environment of artistic, creative and cultural activity in the City of Carlsbad and the North San Diego County region. The Cultural Arts Office manages funding programs to provide financial support to organizations, schools and individuals for various projects through a competitive application and review process. These projects benefit the community through an array of activities for schools, artists and organizations. The Community Arts Grants program was identified for continued and increasing support by the Carlsbad City Council through the 2018 Arts & Culture Master Plan. The City of Carlsbad’s Community Arts Grants program supports quality arts and cultural programming that promotes the representation and participation of diverse groups of individuals, including and not limited to people of differing abilities, class, generations, ethnicities and races, gender identities, religious or spiritual beliefs, sexual orientations or veteran status. Our mission supports the following values: •Provide inclusive opportunities for arts & culture experiences for Carlsbad students and residents; reducing/eliminating barriers for participation; •Provide arts education and lifelong learning opportunities for all ages; •Support local and regional arts organizations as an important component of the economy and quality of life in Carlsbad and North San Diego County; •Support arts education in schools and through affiliated organizations; •Develop and support organizational strength and capacity of Carlsbad arts organizations; •Encourage new and emerging artists, arts organizations and programs in Carlsbad; •Celebrate Carlsbad as an exciting, vibrant and creative destination for residents and visitors alike, and; •Acknowledge indigenous land and cultural awareness in the Carlsbad community. The updated Fiscal Year 2022-23 guidelines reflect national grantmaking trends and best practices and supports funding for artists and arts organizations in Carlsbad and surrounding areas. Updates have were approved by the City of Carlsbad’s Arts Commission on January 6, 2022; the timeline has been adjusted based on staff capacity. •Total funding available for the Fiscal Year 2022-23 cycle is $117,128 •All projects must be completed by August 31, 2023 •All final reports are due within 30 days of the completion of the event or September 30, 2023, whichever comes first •80% of all awarded funds will be disbursed after agreements are executed; the final 20% once the final report and budget are submitted and approved WELCOME FISCAL YEAR 2022-23 OVERVIEW Important dates for the Fiscal Year 2022-23 grant cycle application are as follows: Applications open: Monday, August 29, 2022 Applications due: Friday, October 7, 2022 Arts Commission Funding Plan review & approval: Thursday, November 3, 2022 Project/Activity period begins Tuesday, January 3, 2023 All projects must be completed by Thursday, August 31, 2023 Applications will be submitted online at www.carlsbadca.gov/artsgrants DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F • Grantees are asked to remain vigilant and informed of current community health and safety requirements, including mandated protocols as outlined by state, county, local or other governmental bodies at all times. Failure to do so may result in cancellation of the agreement and grant funds. • All organizations, including fiscal agents and school-affiliated groups, must be determined to be not-for-profit, tax-exempt organizations by either the Internal Revenue Service or the California State Franchise Tax Board and must have a complete Statement of Information with the California Secretary of State. The Statement of Information must be filed within the first 90 days of filing the Articles of Incorporation, after which a Statement of Information is due every two years (every odd year or every even year based on year of initial registration). o Applicants will be required to provide a Federal Employer Identification Number (or Federal Tax ID #), assigned by the Internal Revenue Service. No other form of verification will be accepted. The City of Carlsbad will use GuideStar’s Charity Check to verify status. o Organizations must have a tax-exempt status from federal income tax under Section 501(c)(3) of the Internal Revenue Code and must qualify as a charitable organization under Section 170(c) of the Internal Revenue Code of 1986 as amended. o Educational Institutions are not required to obtain this status and are still eligible to apply. • If projects include partnerships, only one application may be submitted for that project involving all parties; o If a school would like to partner with an arts organization or artist, all partnerships must include a signed letter of agreement between the two parties, and; o the school must act as the applying party. • Appendix 1 – Frequently Asked Questions (FAQ) • Appendix 2 – Ineligible Organizations and Activities Project / Activity is structured by classification of each organization, then according to available categories. Applicants may only apply to one category per grant cycle: • Arts Organizations (including Fiscal Agents of Organizations or Individual Artists) o Capacity Building - $5,000 maximum award per year o Arts Projects - $5,000 maximum award per year • Emerging Arts Organizations (NEW) - $5,000 maximum award • Emerging Artists (NEW) - $5,000 maximum award • Educational Institutions and Affiliated Groups o Arts in Schools - $2,500 maximum award HEALTH AND SAFETY CERTIFICATION ELIGIBILITY GUIDELINES APPENDICES FISCAL YEAR 2022-23 FUNDING CATEGORIES DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F • Arts Organizations must be registered 501(c)(3) nonprofit organizations established for at least three (3) years as of January 1, 2023. • Applicants may only submit one application per funding cycle and cannot apply to multiple categories. • Arts Organizations with an established minimum five (5) year Community Arts Grants arts project award history may apply for a two (2) year arts project funding opportunity. • Organizations awarded two (2) year arts project grants must wait until year three (3) to apply again for arts grants funding. ARTS ORGANIZATIONS – CAPACITY BUILDING • Capacity Building grants have a maximum award of $5,000 • Capacity Building grants are designed to help an arts organization improve its effectiveness, strengthen organizational and/or financial stability, increase community impact and effectively support the nonprofit’s mission • Capacity Building grants will only be awarded to organizations based in Carlsbad • The applicant/organization must also be focused all or in part on how the Capacity Building project will benefit the City of Carlsbad; the number of anticipated residents served will need to be indicated in your funding application • Capacity Building Grants cannot be used for projects that fall under the Arts Project category. Examples of potential projects that cannot be funded include, but are not limited to: o Marketing support for changes in programming o Staff training and/or technology to transition to virtual programming o Professional development for staff and board members o Opportunities for peer learning, networking or leadership development o Creating or re-examining organizational plans o Initiating collaboration with other nonprofits o Developing new sources for earned income ARTS ORGANIZATIONS – ARTS PROJECTS • Arts Projects grants have a maximum award of $5,000. • Arts Projects will be defined as programs, activities and events that are primarily designed to be arts focused. These projects may be presented in person or virtually if health mandates are in place. • Virtual events may be permitted to replace programs or projects that normally would have been held in-person in Carlsbad, pending current community health and safety requirements and following staff review and approval. • Arts Project grants cannot be used for general operating support; awards must be used for specific art project support. • Arts Organizations with an established minimum five (5) year Community Arts Grants Arts Project award history may apply for a two (2) year arts project funding opportunity. o The two (2) year Arts Project grants are available for more established arts organizations that receive Community Arts Grants funding for projects that have been consistently similar year after year. o A final report and budget will still be required after the completion of the two (2) year arts project and must include a final budget for final payment. • Organizations awarded two (2) year arts project grants must wait until year three (3) to apply again for arts grants funding. ARTS ORGANIZATIONS DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F o Visual Arts that utilizes sustainable or recycled materials • Any partnership between an individual, educational institution or organization must include a letter of agreement from the partnering entities. PROJECTS THROUGH FISCAL AGENT • Individuals or organizations in the process of applying for non-profit status may apply through a fiscal agent. • Fiscal agents will be responsible for receiving awarded funds and dispersing them with a service fee no more than 10% of the amount awarded to the applicant. • Organizations that act as fiscal agents are still eligible to apply for a Community Arts Grants on their own. • Individual artists receiving funding through a fiscal agent must be 18 years of age on or before the application due date. ARTS ORGANIZATIONS – EMERGING (NEW) • Emerging Arts Organizations - $5,000 maximum award. • Funding Opportunity for One (1) Year Grants only. • Arts Organization must be based in Carlsbad. • Grants for smaller non-profit organizations that are relatively new to the non-profit community. • Must have a non-profit 501(c)(3) status of three (3) years or less. o If 501(c)(3) status has not yet been attained, please provide proof of acting in alignment with the IRS definition of a non-profit; possessing a nonprofit established mission, an advisory committee or a board of directors, and a history of activities directly related to the purpose of eligibility to attain a non-profit status. o Additionally, emerging arts organizations aspiring to a non-profit status must apply through a fiscal agent. o Fiscal agents will be responsible for receiving awarded funds and dispersing them with a service fee no more than 10% of the amount awarded to the applicant. • Projects must take place in Carlsbad, be accessible to the public and benefit the community of Carlsbad. • Projects must be representative of at least one of the following mediums/forms of artistic expression. o Dance. o Original music composition/lyrics. o Literacy/Spoken word/poetry. EMERGING ARTISTS (NEW) • Emerging Artists - $5,000 maximum award. • Funding Opportunity for One (1) Year Grants only. • This program will support artists, 18 years of age and older, at key moments in their careers, elevating their potential for continued contribution to the arts. • Artists with less than three (3) years of professional experience in their artistic field and preferably working with a mentor. • Artists must be based in Carlsbad and artists must apply through a fiscal agent. • Artists must obtain three (3) letters of support to be included in the application; these support letters will be considered by grant panelists when scoring applications. • Intended to support those artists who show significant potential, yet are under-recognized and can include those having: o Specialized training in the arts. o Experience in a peer-reviewed gallery or performance space and/or received media reviews. o Committed to devoting more time to artistic activity, which will be assessed by staff on a case-by-case basis. • Projects must take place in Carlsbad, be accessible to the public and benefit the community of Carlsbad. • Projects must be representative of at least one of the following mediums/forms of artistic expression. o Dance. o Original music composition/lyrics. o Spoken word/poetry. o Visual Arts that utilize sustainable or recycled materials. DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F Requests are only available to non-profit schools or school-affiliated groups in Carlsbad. EDUCATIONAL INSTITUTIONS AND AFFILIATED GROUPS – ARTS IN SCHOOLS • Arts in Schools grants - $2,500 maximum award • Project / Activity Opportunity for One (1) Year Grants only Arts in Schools will be defined as programs, activities and events that are primarily designed to be arts focused. • Projects may be presented virtually or in person ONLY if all health and safety requirements (including COVID-19 mandates and restrictions as outlined by state, county, local or other governmental bodies) are met. • Virtual events may be permitted to replace programs or projects that normally would have been held in-person in Carlsbad, pending current community health and safety requirements and following staff review and approval. • There is no limit to requests by school or district. Consideration will be given to projects of differing disciplines when housed at the same school. • No in school project funded through the Community Arts Grant may involve a full-time hourly or salaried employee in the school district in which they will be leading activities, performances or projects but may utilize teaching artists that are employed by any district. o Out of school programs may utilize teaching artists that are employed by any district. • All partnerships must include a signed letter of agreement from the partnering entities. EDUCATIONAL INSTITUTIONS AND AFFILIATED GROUPS - ARTS IN SCHOOLS DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F Jan. 3, 2023 Projects/activities period opens Aug. 31, 2023 Projects/activities period closes Sept. 30, 2023 All FY 2022-23 Final Reports are due. Grantees complete a Final Report within 30 days of program end date or by September 30, 2023, whichever comes first. Aug. 29, 2022 FY 2022-23 Application Opens: application link will be available at www.carlsbadca.gov/artsgrants Sept. 6, 2022 Applicant Workshop @ Dove Library, Gowland Meeting Room: information at www.carlsbadca.gov/artsgrants Sept. 7, 2022 Applicant Workshop @ Cole Library, Community Room: information at www.carlsbadca.gov/artsgrants Oct. 7, 2022 Application Deadline: applications must be submitted electronically by 11:59 p.m. Oct. 14-24, 2022 Submitted materials are reviewed and scored by a peer panel consisting of local and regional artists and arts professionals Nov. 3, 2022 Funding plan presented to Arts Commission for review and approval Nov. 7 - Dec. 16, 2022 Begin notifications/DocuSign agreements process (any applicant that receives less than 50% of requested amount will be required to complete a Revised Project Form) Dec. 30, 2022 Deadline for DocuSign agreement completion; First payments disbursed within 30 days APPLICANT INFORMATION FISCAL YEAR 2022-23 PROGRAM SCHEDULE DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F Application information and links will be available on the Community Arts Grants www.carlsbadca.gov/artsgrants , including tutorials for the online Cultural Arts application portal. Additionally, the following resources will be available for applicants in the 2022-23 cycle. New applicants are highly encouraged to attend: • Applicant Workshops (virtual or in-person) will include a general overview of the grant process, application, and procedures. • New/First-time applicants are encouraged to attend at least one (1) one workshop. • General one-on-one appointments – applicants may be able to schedule a 30-minute appointment with grant program staff to answer questions about the process, application, or other topics. These appointments will be dependent on staff capacity and availability and applicants are required to have attended at least one applicant workshop prior to the appointment. To schedule a one-on-one appointment, please call the Community Arts Grants office at 442-339-5982. • Application review appointments – applicants may request applications be reviewed by Cultural Arts staff for general feedback as staff time allows. These appointments will be available on a limited basis and not all requests will be fulfilled. All appointments must be made no later than Sept 28, 2022. Staff is available for brief consultation by phone until application period closes. To schedule an appointment, please visit the Community Arts Grants. www.carlsbadca.gov/artsgrants. o Please note that staff will review applications for effective and impactful delivery of information, as well as to ensure completeness and clarity of information provided. Staff will not be providing feedback on content, programming, or other project details. Submitted applications are reviewed and scored by a virtual peer panel consisting of local and regional artists and arts professionals. The panelists will create a funding plan for review and final approval by the Carlsbad Arts Commission. SCORING RUBRIC FOR ALL CATEGORIES (EXCEPT EMERGING ARTISTS) Application scores will be based on the following criteria, which are aligned with the Community Arts Grants mission. Panelists will be asked to undertake the following scoring recommendations and directives: • Panelists will score applications on how closely the project(s) achieve the goals of each category. • Panelists may be asked to convene together to discuss the merits of an application. • Award amounts are determined via a formula that takes into consideration the total amount of available funds, the average scores of the applicants and the percentage of the requested award amount to be funded, based on those scores. Scoring of applications will be on the following criteria, with a maximum score of 50. The provided examples are for informational purposes only and are not meant to be exhaustive: • Quality of Program(s) (10 points) o Reinforce accessible artistic and cultural opportunities and experiences for Carlsbad residents. o Provide arts education and lifelong learning opportunities for all ages. • Community Impact (30 points) o Celebrate and promote Carlsbad as an exciting, vibrant, and creative destination for our community, students, as well as visitors and tourists throughout the world. o Support local and regional arts and cultural organizations as an important component of the economy and quality of life in Carlsbad and North San Diego County. o Accessibility of program for participants and audience members, including economic limitations under the Americans with Disabilities Act. o Encouragement of programs that promotes the representation and participation of diverse groups of individuals, including and not limited to people of differing abilities, class, generations, ethnicities and races, gender identities, religious or spiritual beliefs, sexual orientations, and veteran status. • Management Capability (10 points) o Support and develop the strength of Carlsbad arts organizations. APPLICANT WORKSHOPS AND ONE-ON-ONE APPOINTMENTS PANEL REVIEW AND SCORING OF APPLICATIONS DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F o Encourage new & emerging arts programs and organizations in Carlsbad SCORING RUBRIC FOR EMERGING ARTISTS CATEGORY Scoring of applications will be on the following criteria, with a maximum score of 50. The provided examples are for information purposes only and are not meant to be exhaustive: • Quality of Program(s) (10 points) o Reinforce accessible artistic and cultural opportunities and experiences for Carlsbad residents o Provide arts education and lifelong learning opportunities for all ages. • Community Impact (30 points) o Celebrate and promote Carlsbad as an exciting, vibrant, and creative community destination for our community and students, as well as visitors and tourists throughout the world. o Support local and regional arts and cultural organizations as an important component of the economy and quality of life in Carlsbad and North San Diego County. o Accessibility of program for participants and audience members, including coverage under the Americans with Disabilities Act and economic considerations. o Encouragement of programs that promotes the representation and participation of diverse groups of individuals, including and not limited to people of differing abilities, class, generations, ethnicities and races, gender identities, religious or spiritual beliefs, sexual orientations, and veteran status. • Three (3) Letters of Support (10 points) o Three (3) letters of support will be reviewed by panelists and should include:  The context of the relationship with the artist.  potential for success, and;  why the artist should be recommended for funding OTHER REVIEW AND SCORING INFORMATION • Cultural Arts Office staff will review applications after the deadline • Applications deemed eligible will be forwarded to scoring panelists and reviewed within the context of the project or program as outlined in the application. • Incomplete applications, or applications with incorrect information, will be deemed ineligible. AGREEMENT All approved applications will need to enter into an agreement with the City of Carlsbad. The City of Carlsbad uses DocuSign for all grant agreements and signature forms. Projects cannot commence until the DocuSign agreement has been completed. Failure to return signed agreement within this timeline may affect the current cycle award, or future application eligibility. See Appendix 4 for a sample Community Arts Grants 2022-23 agreement. All agreements must be signed by two (2) officers listed on the organization’s Statement of Information filed with the California Secretary of State. These are officers who are authorized to enter into legally binding agreements on behalf of your organization (i.e. CEO, CFO, Secretary). Further documentation of signature authorization will be requested if the most recent Statement of Information has not been filed. Agreements for Emerging Artists, Individuals or Arts Organizations applying through a fiscal agent must be signed by two (2) officers listed on the fiscal agent organization’s Statement of Information filed with the California Secretary of State. These are officers who are authorized to enter into legally binding agreements on behalf of yourself or your organization (i.e. CEO, CFO, Secretary). Further documentation of signature authorization will be requested if the most recent Statement of Information has not been filed. GRANTEE REQUIREMENTS DURING PROJECT FUNDING PERIOD DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F Educational Institutions will need a completed Signature Verification Form to be completed by the school site principal and school district representative (i.e. Assistant Superintendent) in addition to the DocuSign agreements. School-Affiliated Groups (i.e. school booster groups) will require the same signature requirements as non-profit 501(c)(3) organizations. All approved organization signatories will receive an agreement packet, which will include instructions and agreement language. All agreements must be signed and submitted per instructions within 30 days of receipt. Any applicant that has received funds during a previous funding cycle will not receive their FY 2022-23 Community Arts Grants agreement until the previous agreement requirements are completed and approved by staff. FINANCIAL MANAGEMENT Grant recipients are required to maintain three (3) years of accounts, records and evidence pertaining to costs incurred and revenues acquired under the respective grant program. Grantees should be able to provide upon request: • Accurate, current, and complete disclosure of revenue and expenses for the project. • Records that adequately identify the sources and application of funds for grant sponsored activities. • Accounting records supported by source documentation – invoices, receipts, bank statements, etc. • All awardees must provide documents within 30 days of receipt or of request. This includes, but is not limited to, agreements, revised project forms, final reports, and financial accounting. PUBLIC ACKNOWLEDGEMENT • Grant recipients must acknowledge the Cultural Arts Office for its support of the project in printed, electronic and/or broadcast promotions. • The following acknowledgment along with a City of Carlsbad Cultural Arts logo must appear on all printed and electronic materials: “This program is funded in part by the City of Carlsbad’s Cultural Arts Office.” This logo and guidelines for acknowledgment are available on the Community Arts Grants www.carlsbadca.gov/artsgrants or upon request. • Grantees who fail to provide public acknowledgment may be denied future project funding. PROMOTION BY CITY • Grantees are required to keep the Cultural Arts Office informed of all program dates and times. • If grantee wishes to participate in promotion through approved city channels, they may opt-in as part of the agreement. All participation in promotion through city’s social media channels as well as other outlets, is subject to review, editing and approval by staff prior to promotion. • Grantees are encouraged and expected to: o Give notifications and invitations to the Cultural Arts Office in order to extend them to the Carlsbad Arts Commission at least two weeks in advance of program. o Extensively promote funded events and projects. FINAL REPORTS, SITE VISITS AND PROGRAM ATTENDANCE The Cultural Arts Office staff may monitor grant projects during the course of the grant cycle, including potential site visits. The reports of these visits will be included in grant application files and may provide a basis for evaluation of future requests. Grantees will have an option to replace digitally submitted final reports with in-person site visits and/or interviews. Pending any health and safety mandates and protocols as outlined by state, county, local or other governmental bodies, these site visits/ interviews may be conducted by Cultural Arts staff and/or Arts Commissioner(s), as available, and appropriate to the to each grant. Grantees may still opt to submit on-line final reports in consultation with staff. In all cases, grantees will still be required to submit final budget forms digitally for staff review and approval. DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F If a grantee chooses to submit an in-person final report, all requests require prior staff consultation and approval. All final reports are due within 30 days of the completion of the event or September 30, 2023, whichever comes first, in order to receive the final payment of award. Excessively late submission of a final report may result in action taken per agreement. Cultural Arts Office staff are always available to assist applicants. Please contact the Cultural Arts Office at arts@carlsbadca.gov or by phone at 442-339-2090, for one on one appointments please call 442-339-5982. • Once submitted, applications may be moved into a different category at the discretion of Cultural Arts staff. Notification will be made to the applicant. • The City of Carlsbad reserves the right to limit funding amounts to any applicant, regardless of eligibility or panel score, based on fiscal year limitations. • Cultural Arts Office staff actively review and evaluate all aspects of the funding program and process. Updates may occur throughout the funding calendar. Cultural Arts staff will provide information on program updates, to all grantees when they are implemented. • Any significant changes or amendments by grantee to approved projects must be submitted in writing to the Cultural Arts Office by the grantee before any grant funds are used, and before the execution of any altered activity. This includes, but is not limited to, changes in purpose, scope, services, target audiences, intended timeline, personnel, location, date, activities or budget. This requirement will be included in the agreement. • The Cultural Arts Office reserves the right to review, cancel or reallocate project funds that have been significantly altered or shifted from stated goals in the original approved application and/or revised project form. Cancelled funds must be returned to the Cultural Arts Office within 30 days of notification. • No two entities (organization or school/affiliated groups) may apply for funding for the same project. • Applicants may only apply to one category per funding cycle. CARLSBAD ARTS COMMISSION MEETINGS: Carlsbad Arts Commission meetings are public and held the first Thursday of every month throughout the year. For more information about the duties of the Carlsbad Arts Commission and its meetings, visit www.carlsbadca.gov/city-hall/meetings- agendas/boards-commissions/arts-commission ASSISTANCE POLICIES OTHER INFORMATION OTHER INFORMATION DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F All applications must be submitted online. The application is comprised of approximately five main sections, some of which include long-answer sections and attachments. The application is available at www.carlsbadca.gov/artsgrants . 1. Organization Information. 2. Project Information and Narrative. 3. Project Support Information. 4. Budget (a sample budget form is included as Appendix 3). 5. Signatory Information. • Are there any organizations that are ineligible to receive Community Arts Grant funding? o Yes. For-profit organizations are ineligible to receive funding through the Community Arts Grants program. This includes for-profit schools and businesses. • Can I apply to more than one category? o Unlike previous grant cycles, artists and organizations may only apply to ONE category per fiscal year grant cycle. • What projects are eligible for the “Emerging” categories? o Projects must be representative of at least one of the following mediums/forms of artistic expression.  Dance.  Original music composition / lyrics.  Literature / Spoken word / poetry.  Visual Arts using sustainable or recycled materials. • What is the new two (2) year grant opportunity for arts projects and what are the eligibility requirements? o Arts Organizations with an established minimum five (5) year Community Arts Grants arts project award history may apply for a two (2) year arts project funding opportunity. o This opportunity is not applicable for the Educational Institutions and Affiliated Groups category for this fiscal year 2022-23 cycle. • What is an example of the new two (2) year grant opportunity? o For example, Organization A has been a Community Arts Grants arts project award recipient for five (5) continuous years. Each year, Organization A has been awarded $5,000 to fund a theatrical performance in a Carlsbad venue, but only the production and dates change year to year. If Organization A applies for (and is awarded) a two (2) year arts project funding grant. Organization A will receive $5,000 for year one, then another $5,000 for year two. The year two award will be distributed after the completion of the year one progress report. o A final report and budget will still be required after the completion of the two (2) year arts project and this report (including final budget) will be required for final payment. o Organizations awarded two (2) year arts project grants must wait until year three (3) to apply again for arts grants funding. • What is an “Emerging Artist?” o Artists who are at key early moments in their careers, elevating their capacity for continued contribution to the arts and are committed to devoting more time to artistic activity, when possible, financially. o Artists who self-identify as emerging and show significant potential as an artist but are under-recognized. • Is there an age limit for the Emerging Artists category? o Yes. Artists must be 18 years of age on or before application deadline. HOW TO APPLY APPLICATION APPENDIX 1: COMMUNITY ARTS GRANTS FAQ DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F by school or district. Consideration will be given to projects of differing disciplines when housed at the same school.. • Do applicants for the Emerging Artists category need a fiscal agent? o Yes. Emerging Artists must apply through a fiscal agent. If the applicant does not have one, staff may assist the applicant with finding a local established 501(c)(3) that is willing to partner with the artist. • What arts organizations qualify to apply in the Emerging Arts Organization category? o Arts Organization must be based in Carlsbad o Must have a non-profit 501(c)(3) status of three (3) years or less; o If 501(c)(3) status has not yet been attained, please provide proof of acting in alignment with the IRS definition of a non-profit; possessing a nonprofit established mission, an advisory committee or a board of directors, and a history of activities directly related to the purpose of eligibility to attain a non-profit status. o Additionally, emerging arts organizations aspiring to a non-profit status must apply through a fiscal agent • Is attendance required for the workshops and information sessions? o Although these workshops are not required, it is highly recommended and encouraged for new applicants and those applying in the “Emerging” categories. It is an opportunity for staff to guide and assist applicants who are new to the Community Arts Grants program. • How are final awards decided? o All award amount decisions consider the total amount of funding available, scores from panelists and the request from the applying entity. After panelist scoring, panelists will create a funding plan based on these factors, which is forwarded to the Arts Commission for final approval. • Can one school site apply for multiple Educational Institutions (or Arts in Schools) awards? o Yes. While there is no limit to applications from one school site, consideration will be given to projects of differing disciplines when housed at the same school. The City of Carlsbad will NOT award Community Arts Grants to: • For-profit organizations, schools, and businesses. • Organizations and/or affiliates that are directly or indirectly participating in, or intervening in, any political campaign on behalf of (or in opposition to) any candidate for public office. • Governmental agencies or public authorities. • Applicants that have a “delinquent” status with the Community Arts Grants funding programs. • Retroactive funding for completed activities. • Religious and/or sectarian programming or any programming and/or services that are solely for the promotion of, or consumption by a specific religious order and/or sect. • Cash reserves or endowments of any kind. Awards are to be expended within the designated funding period. • Capital expenditures, including construction, renovation or purchase of real property. • Purchases or repairs of arts-specific equipment with the capability of extended use over several years are permitted. Proposals requesting funds for such expenses must be discussed with Cultural Arts staff. • Applications that do not support non-profit, public art activities or projects that benefit a for-profit business or activity. • Projects through a fiscal sponsor that benefit the sponsoring organization or are an extension of the sponsoring organization’s programs or services. • Support groups and/or non-profit organizations supporting city departments or facilities. • General operating costs, including costs associated with the start-up of a new organization. • Applications to reduce existing deficits. APPENDIX 2: INELIGIBLE ORGANIZATIONS AND ACTIVITIES DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F Funding may NOT be used for: • Fundraising expenses. • Consultants who are members of an applicant’s staff or board. • Political campaigns or lobbying activities. • Payments to students. • Endowments or endowment campaigns. • Scholarships, fellowships, or tuition assistance. • Costs incurred before the start of the funded project or outside the funding period. • Any and all in-person activities outside the City of Carlsbad limits. • Entry fees for competitions or sponsorship fees. • Pageants, fund-raising events, or hospitality costs. • Private foundations or other re-granting organizations. • Religious or doctrinal purposes, although faith-based organizations may apply for program support. • Publication of manuscripts or compositions not created as part of a grant-supported project. • Purchase of monetary awards, cash prizes, contributions, or donations. • Professional development for staff and board members. • Scholarly or academic research, tuition and activities which generate academic credit or formal study toward an academic or professional degree. • Creation of textbooks. DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F Bryan Snyder Bryan Snyder Printed On: 19 October 2022 Fiscal Year 2022-23: Arts Projects for Arts Organizations 1 Carlsbad Art Wall, a Snyder Art Project Fiscal Year 2022-23: Arts Projects for Arts Organizations Bryan Snyder Bryan Snyder 2772 Jefferson St A CARLSBAD, CA 92008 snyderartdesign@gmail.com O: 760-521-8713 Bryan Snyder 2772 Jefferson St A CARLSBAD, CA 92008 snyderartdesign@gmail.com O: 760-521-8713 DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F Bryan Snyder Bryan Snyder Printed On: 19 October 2022 Fiscal Year 2022-23: Arts Projects for Arts Organizations 2 Application Form Application Verification Application Type Verification:* This application is for Arts Organizations applying for the Arts Project category. If you are looking for other funding opportunities, please click on the "Apply" button in the blue bar on the top of this screen. Applicants may only submit one application per category per funding cycle. I verify that this is the application for the Arts Projects for Arts Organizations category. Guidelines & Eligibility Requirements Review Confirmation:* Please be sure to review the Community Arts Grants Guidelines and eligibility requirements prior to submitting a grant application. A summary of the eligibility requirements is also provided on the application homepage. I have reviewed the Community Arts Grants Guidelines and the eligibility requirements. Fiscal Sponsor Role As an Arts Organization, would you be interested in acting as a Fiscal Sponsor for individual artists to apply for future Community Arts Grants? This would not impact your own organization's ability to apply for funding. If you check yes, Cultural Arts Office staff will reach out with more information. We appreciate your support of individual artists! (OPTIONAL) All applicants that wish to collaborate with others to complete this grant application may use the "collaborator" button on the top right section of this page (instructions below.): Collaborator feature Video Tutorial (2 minutes long) Written Tutorial *If applicable, please note that some data from the applying organization's GuideStar profile may be pre- populated (copied) into the corresponding GuideStar questions on this application form. You may do so by clicking on the "Copy GuideStar" profile button on the top right section of this page (next to the "Collaborator" button) and selecting what you would like to pre-populate. Note that you will have the ability to edit your pre-populated information. Organization Information •Arts Organizations must be registered 501(c)(3) nonprofit organizations established for at least 3 years as of January 1, 2023 •Applicants may only submit one application per funding cycle and cannot apply to multiple categories DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F Bryan Snyder Bryan Snyder Printed On: 19 October 2022 Fiscal Year 2022-23: Arts Projects for Arts Organizations 3 Past Funding* Has your organization received funding from the City of Carlsbad's Community Arts Grants program in the past? Yes Are you an individual artist applying through a fiscal agent?* Yes Primary Organization Name Name as shown on an IRS letter of determination. Bryan Snyder DBA (if applicable) Organization Website www.snyderartdesignb.com Organization Mission Statement: Please provide your organization's mission statement. If you have a GuideStar profile, you may copy and paste your organization's GuideStar mission statement or provide another version here. If you are an individual artist, use this section to give us an idea of your mission/vision as an artist. As an artist and community enthusiasts, my projects in the Carlsbad Village over the past 15+ years have been implemented with the goals of encouraging the development of an artistic culture, facilitating community collaboration, inspiring art making for all ages and stimulating local economic growth through urban exploration guided by public art. Past Funding Report Requirements Current Grantee Requirements:* If you are a returning grantee from the previous grant cycle, please confirm that you understand that a final report and final budget for your organization must be submitted prior to entering a new grant agreement with the City of Carlsbad. A final report and final budget must be submitted (30) calendar days after the Project End Date. Alternatively, if you cannot meet this requirement, we will accept a project status update via email explaining the status of your project, estimated project end date and any other project details you would like to share with us. I understand that should my organization receive funding for this cycle, my organization will fulfill all reporting requirements from the previous cycle prior to my organization entering a new agreement with the City of Carlsbad. Yes DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F Bryan Snyder Bryan Snyder Printed On: 19 October 2022 Fiscal Year 2022-23: Arts Projects for Arts Organizations 4 Fiscal Agent Information As an individual artist applying for an arts project through a fiscal agent, we require the following eligibility requirements: •Individuals or organizations without non-profit status may apply through a fiscal agent. •Fiscal agents will be responsible for receiving awarded funds and dispersing them with a service fee no more than 10% of the amount awarded to the applicant. •Organizations that act as fiscal agents are still eligible to apply for a Community Arts Grants on their own. •Any individual artist receiving funding through a fiscal agent must be 18 years of age on or before the application due date. •The fiscal agent cannot benefit from the project Please provide the following information for the fiscal agent: Fiscal Agency Organization Name:* Boys & Girls Clubs of Carlsbad Fiscal Agent Organization Address:* 3115 Roosevelt St, Carlsbad, CA 92008 Fiscal Agent Phone # (i.e. 760-222-1234 ext.12):* 760-729-0956 Fiscal Agent EIN / Tax ID # (i.e. 12-1234567) :* 95-2131503 Fiscal Agent Organization Website URL:* https://www.bgccarlsbad.org/ Fiscal Agent Primary Contact:* Please enter the fiscal agency main contact first & last name DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F Bryan Snyder Bryan Snyder Printed On: 19 October 2022 Fiscal Year 2022-23: Arts Projects for Arts Organizations 5 Abby Snyder Fiscal Agent Primary Contact Email Address:* asnyder@bgccarlsbad.org 2-Year Arts Project 2-Year Arts Project Funding* Arts Organizations with an established minimum five (5) year Community Arts Grants arts project award history may apply for a two (2) year arts project funding opportunity: •The two (2) year arts project grants are available for more established arts organizations that receive Community Arts Grants funding for projects that have been consistently similar year after year. •A final report and budget will still be required after the completion of the two (2) year arts project and must include a final budget for final payment. •Organizations that are awarded two (2)year arts project grants must wait until year three (3) to apply again for arts grants funding. •If your arts organization is awarded this two (2) year grant, the funding for Year Two (2) of the arts project would be the same funding amount awarded for Year One(1). Is your arts organizations applying for a 2-year arts project? No Project Information and Narrative Project Name:* Please provide us with the name of the arts project. Carlsbad Art Wall, a Snyder Art Project Project Summary:* Please provide us with a brief summary of your project. The Carlsbad Art Wall is a rotating mural wall in the heart of the Carlsbad Village. On this single exterior wall, a new mural will be painted approximately every two months by a new artist. In addition to the rotation of new art, this project will also provide six weekends (12 total days) of live experiences where the public can observe the creative process of each muralist. This educational platform showcases six varying styles, techniques and personalities accessible for aspiring muralists/artists of all ages, backgrounds and skill levels. DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F Bryan Snyder Bryan Snyder Printed On: 19 October 2022 Fiscal Year 2022-23: Arts Projects for Arts Organizations 6 Project Start Date:* Please note that project start date must be on or after January 3, 2023. 01/03/2023 Project End Date:* Please note that the project end date must be on or before August 31, 2023. *2-year arts project end date would be no later than August 31, 2024. 08/31/2023 Project Details: Please provide additional details for the project such as additional dates, times and location(s) for all project events for marketing, communications and/or possible future site visits. The wall is located on the east-facing wall of Señor Grubby's at 377 Carlsbad Village Dr. Carlsbad, CA 92008. Murals will be planned to be painted in January, March, May, July and the end of August. Amount Requested:* This is the amount your organization is requesting from the City of Carlsbad's Cultural Arts Grants. Please note that the maximum funding amount request is $5,000 for Arts Projects. $5,000.00 Participants:* Total number of expected participants for this project (i.e. artists, coordinators, directors.) 20 Audience:* Total number of expected audience attendance for this project. 5000 Previous Project Success: If your organization has completed a similar project, please provide details of the project and why it was successful. A similar project that I have implemented in the Carlsbad Village is the Alley Art Wall located at 550 Grand Avenue in the Carlsbad Village. The Alley Art Wall includes 17 murals by 17 different professional muralists. In addition, the Alley Art Wall includes Carlsbad's first recreational mural space, a dedicated space where DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F Bryan Snyder Bryan Snyder Printed On: 19 October 2022 Fiscal Year 2022-23: Arts Projects for Arts Organizations 7 community members of all ages and skill levels can actively practice mural painting in public space. The surrounding 17 murals provide the ultimate inspiration for all artists to explore their creativity and interest in mural painting in the dedicated space. This project has been hugely successful through the large interest residents, local business owners and visitors have in murals—all whom have communicated that murals, specifically the ever-changing aspect of this type of murals space, have been a welcomed addition to the community. Village businesses have shared that their patrons were brought into the Village because of the murals, ultimately allowing them to explore the surrounding businesses. In addition, this project was successful because it is in direct response to the community's request for more murals and art making spaces. This data has been gathered by Snyder Art and Design as well as mentioned numerous times in the City of Carlsbad's Arts and Culture Masterplan's community outreach. Project Distinction: What makes this project distinctive? Unlike all other murals in the Carlsbad Village, as well as in North County San Diego, the Carlsbad Art Wall will change approximately every two months. In addition, and due to the frequent changing, the project will provide an educational platform where aspiring muralists, or mural enthusiasts, can watch the creative process and engage directly with each artist. This project also will encourage the development of culture, friendships and future collaborations when passersby and attendees interact with each other, ultimately encouraging new and emerging artists. Due to the wall's prominent placement and high visibility, this project celebrates and showcases Carlsbad as a creative, exciting and dynamic community for both residents and visitors. The highly inclusive project is free and highly visible as it is directly adjacent to the Carlsbad Village Drive sidewalk which eliminates all barriers and invites viewing, engaging and participating for all. Project Goals: What are the goals (outputs and/or outcomes) of the project? How will you measure your goals? The goal of this project will be to provide art viewing and artist engaging opportunities for Carlsbad Village residents and visitors. In addition, a goal is to stimulate local economic growth for local businesses by creating visually stimulating murals, community engaging experiences and educational opportunities for all demographics. This will be measured through quantitative data (attendance monitoring) during the live painting weekends as well as data gathered by passersby on days without live painting. Social media engagement will also be gathered via Facebook, Instagram, Twitter and TikTok. Local businesses will also be interviewed to learn if they see increased patronage on weekends when artists are painting. Also, attendees will be interviewed and testimonials will be recorded. Demographics will also be recorded in regards to who is observing the mural paintings and engaging with each artist. Media interest will be monitored as well (web, social, print and video news). Target Population: Who is your target population and why? How will you reach them? The target population is inclusive to all demographics as all ages, ethnicities, socioeconomic, etc. backgrounds have shared interest in viewing murals and engaging with artists and the unique stories each artist brings. Populations will be reached to promote the upcoming live art experiences, as well as post-mural painting editorials, through paid social media promotion, flyers/postcard distribution and partner promotion. Onsite information will also be available promoting to passersby. Specifically, this project targets all whom are interested in the arts. By bringing more arts enthusiasts into the Village, and/or exposing more to Carlsbad via media interest, more art-related programming and organizations will be inspired to develop in Carlsbad. DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F Bryan Snyder Bryan Snyder Printed On: 19 October 2022 Fiscal Year 2022-23: Arts Projects for Arts Organizations 8 Visual art and frequent artistic experiences like the Carlsbad Art Wall will support the current arts organizations while inviting others to establish here in Carlsbad. Project Partnerships: If applicable, please provide names and brief descriptions of roles for any partners in this project. This would include any organizations, artists or individuals involved in your project that are not employed or affiliated with the applying organization. [Unanswered] Partner Resumes: If applicable, you may upload any resumes of teaching artists, artists or any other partners in the proposed project here. Please consolidate into one PDF if possible. *Feel free to contact the Cultural Arts Office at 442-339-2090 or email arts@carlsbadca.gov should you need assistance. Organization Changes/Challenges/Circumstances: What special circumstances, challenges or changes have affected your organization? What impact has this had on your organization? Community donations due to COVID and inflation have reduced community fundraising sources. The impact has made the future of art and community projects difficult, if not impossible. The Snyder Art and Design fundraising platform has directly been affected negatively due to the said reasons. Project Support Information You may upload support information in this section. *Feel free to contact the Cultural Arts Office at 442-339-2090 or email arts@carlsbadca.gov should you need assistance. Materials Upload (OPTIONAL, but recommended): Please upload any marketing materials, images and/or files that would provide more information about your project. Carlsbad Art Wall.pdf Videos Upload (OPTIONAL): Please provide us with a host website link for all videos relevant to the project. https://youtu.be/gX4DcaHO55Q Videos Upload (OPTIONAL) If you do not have a URL that hosts your videos, you may upload it here. DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F Bryan Snyder Bryan Snyder Printed On: 19 October 2022 Fiscal Year 2022-23: Arts Projects for Arts Organizations 9 Additional Materials: You may upload any other additional supplemental materials you wish to provide here (i.e. letters of support from partnering organization(s) that is essential to your project.) coastnews-king-cre8-scaled.jpeg Budget Information You may upload budget support information in this section. Please consolidate into one PDF if possible. *Feel free to contact the Cultural Arts Office at 442-339-2090 or email arts@carlsbadca.gov should you need assistance. Total Project Budget $5,750.00 Project Budget Form:* Download a Community Arts Grants budget form and complete the "Projected" column. Save your completed file as a PDF and upload your project budget form here. Make sure costs tie in with your project narrative. *Budget forms may be available upon request or may be available on the Cultural Arts Community Arts Grants webpage; however you may use any budget form that you wish so long as it contains similar line items. Feel free to contact the Cultural Arts Office at 442-339-2090 or email arts@carlsbadca.gov should you need assistance. FY 2022-23 Community Arts Grants Budget Form SNYDER.pdf Organizational Budget:* Please upload a current organizational budget. Annual Report 2018-19.pdf Letter of Determination: If you are a first time grant applicant with the City of Carlsbad, please upload your IRS Letter of Determination. Audited Financials:* Please upload your organization's most recent completed short form 990s. 2018Form990.pdf DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F Bryan Snyder Bryan Snyder Printed On: 19 October 2022 Fiscal Year 2022-23: Arts Projects for Arts Organizations 10 Board Roster:* Please upload your organization's roster of board members and ensure the document includes names, titles, organization/business affiliation and areas of expertise. Alternatively, we will also accept the most recent board meeting minutes that includes the board roster. Screen Shot 2022-09-17 at 2.45.52 PM.png Organization Signatory Information Please list the names and organizational titles of the two (2) officers listed on the Statement of Information filed with the California Secretary of State for your organization (or listed on the most recent board roster.) These are officers who are authorized to enter into legally binding agreements on behalf of your organization (i.e. CEO, CFO, Treasurer, Secretary.) Signor #1 First and Last Name (i.e. Mary Wilson):* Evan Perkins Signor #1 Organizational Title (i.e. CEO):* CEO Signor #1 Email address:* eperkins@bgccarlsbad.org Signor #2 First and Last Name (i.e. Luke Wilson):* Abby Snyder Signor #2 Organizational Title (i.e. Secretary):* Director of Clubhouse Operations Signor #2 Email Address:* asnyder@bgccarlsbad.org DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F Bryan Snyder Bryan Snyder Printed On: 19 October 2022 Fiscal Year 2022-23: Arts Projects for Arts Organizations 11 Application Submission Application Submission: Note: Once you submit your application, you cannot edit the form. Please review your answers before submitting After you submit this application, you will receive an email for the submission confirmation. Application Certification:* I certify that the information contained in this application, including all attachments and support materials, is true and correct to the best of my knowledge. Yes Date of Application Submission:* 09/25/2022 DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F Bryan Snyder Bryan Snyder Printed On: 19 October 2022 Fiscal Year 2022-23: Arts Projects for Arts Organizations 12 File Attachment Summary Applicant File Uploads • Carlsbad Art Wall.pdf • coastnews-king-cre8-scaled.jpeg • FY 2022-23 Community Arts Grants Budget Form SNYDER.pdf • Annual Report 2018-19.pdf • 2018Form990.pdf • Screen Shot 2022-09-17 at 2.45.52 PM.png DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F As founder and director of the Carlsbad Art Wall (CAW), a rotating mural project in the Carlsbad Village, I have implemented 25 public art murals by 20+ different artists in Carlsbad over 4.5 years in partnership with Señor Grubby’s, the Boys and Girls Club and Visit Carlsbad. I manage all aspects of this project including sourcing and managing artists, PR, developing and monitoring budgets, implementing communication campaigns, administering contracts and insurance, fundraising and performing ongoing community outreach. In 2016 and 2017, the CAW was awarded City of Carlsbad Community Arts Grants. Carlsbad Art Wall See photos ofall the murals! 7 Watch the Carlsbad Art Wallon CBS Channel 8 News! DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F ( ____ w _J ( ___ B __ ) I painted a mural on the Carlsbad Art Wall titled ‘Colors of Carlsbad’ in collaboration with Visit Carlsbad, Hire Influence and Pantone Color Institute. I contracted a painting assistant and painting consultant for this project.. Along with painting, I managed all aspects of this project including sourcing talent, developing and managing contracts, acquiring insurance and overseeing PR efforts. The 2018 Colors of Travel Study, which identified trending colors used in inspirational travel photos across social media and the color psychology that inform these themes, reveled four trending colors: PANTONE 14-4620 Island Paradise, PANTONE 14-1323 Salmon, PANTONE 19-6050 Eden, and PANTONE 16-1340 Brandied Melon. ‘Colors of Carlsbad’ Collaboration with Visit Carlsbad Watch Bryan Snyder dedicate the mural! 8 DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F (w J DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F THE COAST NEWS GROUP THE COAST N EWS THE RA.'ICHO SANTA FE NEWS THE INLAND EDITION COLUMNS V PODCASTS V E\'ENTCALENDAR V CIASSIFIEDS V LEGALNOrICf.5 V READ DIGITAi.EDiTIONS V All\LRTISING V T EWS s LA graffiti artist brings his talents to Carlsbad b\' staff 0 Au$!,ust 4, 2020 OJ 2 <!I> 1702 CARLSBAD -Los Angeles graffiti artist legend, King Cre8, painted the 25th mural on the Carlsbad Art Wall at Sefior Grubby's on July 25 in the Carlsbad Village. King Cre8, South Central LA-based artist, brought 40 years of graffiti talent to the Carlsbad Village. He painted the word "love" in his signature style writing technique. While his mural evolved1 his wife, Val, sold original canvases1 signed prints and posters to the community members who attended the day-long live painting experience. "One of the goals of the Carlsbad Art Wall is to provide a learning platform for aspiring artists," said Bryan Snyder, Carlsbad Art Wall founder and curator. "King Cre8 is a legend graffiti artist with 40 years of experience. He provided a workshop where aspiring artists were able to watch, engage with and learn from one of the best artists in the game. To have provided this opportunity in Carlsbad is monumental." The mural quickly came to life as the artist proceeded through his well-perfected creative process. After painting the face of the word love in metallic silver, he added depth with values of blue, layered the background and concluded with highlights carefully placed around the composition. "I have been doing this particular style of art since 1982, which I have a great passion for," King Cre8 said." My mission in Carlsbad was to bring my specialty of lettering, color schemes and most of all my most famous word to paint, which is "love . ., King O·eB's murcil at the Carlsbad Art Wall in Carlsbad Village. Courtesy photo BRYAS SNYDER C.\RlSBAO ART WAIL CARI.SBA I) \'ILI-\GE Kl:'I.G CRE8 ■ I Carlsbasd Art Wall, A Snyder Art Project CAG FY 2022-23 BUDGET FORM PROJECTED - APPLICATION ACTUALS - FINAL REPORT PROJECT INCOME $ Notes $ Notes Earned Income Admissions $0 This project is free to the community. Gifts/Merchandise/ Concessions $450 Tshirts will be printed and sold Advertising $0 There are no advertising opportunities. Other $0 Subtotal Earned Income $450 Subtotal Earned Income $0 $ Notes $ Notes Private $600 Estimated private donations. Individual $0 Public Support $150 Onsite donations. Applicant Cash $0 CAG Request Amount $5,000 Amount requested through Community Arts Grants 2020/2021 Amount received through Community Arts Grants 2020/2021 Other $0 Other $0 Subtotal Unearned Income $5,750 Subtotal Unearned Income $0 $0 $0 INCOME TOTALS CAG FY 2022-23 BUDGET FORM PROJECTED - APPLICATION ACTUALS - FINAL REPORT PROJECT EXPENSES Cash Notes Cash Notes Project Staff (non-artist)$1,350 graphic design, photography, videography, management Project Artist(s) or Arts Instructor(s)$3,000 5 artists Educational Materials/Printing $0 Costumes/Props $350 Tshirt printing Sets $0 Supplies $400 buff paint, rollers, brushes Licensing/Royalties $0 Rentals (space and/or other)$0 Transportation $0 Food & Beverage $200 Waters and snacks for artists DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F □ □ Marketing/Promotion/ Publicity $400 print and digital paid advertising Fiscal Agency Fee $50 Boys and Girls Club Other $0 Other $0 Other $0 EXPENSES TOTALS $5,750 $0 CAG FY 2022-23 BUDGET FORM PROJECTED - APPLICATION ACTUALS - FINAL REPORT IN-KIND SUPPORT Value Notes Value Notes IN-KIND TOTALS $0 $0 Budget Instructions: For application, fill out only green. For final report, fill in blue. You will only be able to fill out the cells highlighted in green or blue. The application project budget must balance. Total income must equal total expenses. Final Report may Round all budget figures to the nearest whole dollar. Enter a '0' in any cells that you don't have an amount to add. Please give detailed descriptions for each line item in the notes column. For example, if your total admissions is $1,000, enter "4 shows, 50 attendees, $5 each." Please insert your organization name in the top right header. DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F I I I I I I I I 2018-19 ANNUAL REPORT DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F BOYS & GIRLS CLUBS OF CARLSBAD TABLE OF CONTENTS Letter from Officers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1 Board of Directors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2 About Boys & Girls Clubs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3 A Home Away From Home . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4 The Boys & Girls Club National Movement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5 Club Super Stars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6 Youth of the Year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7 Year in Photos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8 A Thank You to Our Donors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10 Community Sponsors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13 Year in Review Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14 Fiscal Statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15 Year in Review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16 Club Staff . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17 DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F CHARITY NAVIGATOR **** Four Star Charity BOYS & GIRLS CLUBS OF CARLSBAD 2018-2019 ANNUAL REPORT On behalf of Boys & Girls Clubs of Carlsbad’s dedicated Board members and staff, it is our pleasure to share our 2018-2019 Annual Report . As you thumb through these pages, we hope you get a better feel for our mission as well as our legacy of service . What gives us a tremendous sense of pride is the fact that the Boys & Girls Clubs of Carlsbad has become a vital part of our community’s social safety net . We are proud that more than 95,000 youngsters have walked through our doors over the past 67 years . We are proud of the huge impact that the Club has had on so many young lives . We are proud that no child or family is turned away due to inability to pay . Our buildings may look like bricks and mortar from the outside, but inside our walls lives are changed on a daily basis . Our Clubhouses are filled with stories of success, and it is humbling to witness the impact Club membership has had on so many youngsters . The fact that we’ve received Charity Navigator’s highest rating—4 stars—gives our supporters the confidence to know that their hard- earned dollars are being used efficiently and responsibly . Did you know that the Boys & Girls Clubs of Carlsbad is nearly 100% funded by private and local donors? We are extremely grateful to our donors and volunteers; they are true investors in our mission and are responsible for turning our vision into reality . A number of noteworthy events occurred over the past year, but perhaps the one we are most proud of is the fact that we gave nearly $500,000 in financial assistance (despite our extremely low fees) . We’ve also stepped up to the challenge of finding new ways to serve our community’s teens—a high-risk group—and have experienced solid growth in teen members via our programming at both Carlsbad and Sage Creek High Schools, which is offered completely free of charge . It is our objective to lead and uphold the tremendous values that are the hallmark of a Boys & Girls Club . We invite you to find out more by reviewing this Annual Report, visiting our website (www . bgccarlsbad .org), and stopping by one of our Clubhouses for your very own personal tour . None of our accomplishments would be possible without the significant support of caring individuals, organizations, and businesses who believe in us . GREAT FUTURES START HERE . . .at the Boys & Girls Clubs of Carlsbad! Sincerely, Brad Holland Travis Van Treese CEO Board President LETTER FROM OFFICERS 1 DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F BOARD OF DIRECTORS Executive Committee President Travis Van Treese, City National Bank Past President Scott Grugel, Lynx Grills Executive Secretary Richard Macgurn, Law Offices of Richard Macgurn Finance Chair Keith Kelson, Alvarez & Marsal Facilities Chair Luke Matteson, First Citizens Bank Human Resources Chair Mike Battin, Navigato & Battin, LLP Marketing Chair Sharone Story, Creative Food Innovations, LLC Board Development Chair Amy McNamara, Colliers International Community Partner Chair Jeremy Gottlieb, Gottlieb Wealth Management Safety Chair Derek Berg, Aptus Court Reporting Board Members Scott Chelberg, Retirement Solutions Brian Colby, Sand & Sea Investments Brisha Cordella, Thermo Fisher Scientific Kevin Dunn, Rincon Homes Joe Durkin, Transworld Business Advisors Patrick Farley, Beaming Cafes Randy Ferren, California Bank & Trust Marylou Flanders Julie Gruber, Notorious Burgers John Harelson, Endeavor Bank Teresa Moseley-King Russ Kohl, Rancho Carlsbad Jason Labrum, Intelligence Driven Advisers Bill Larson, Viking Commercial Construction, Inc . Greg Lewis, CBRE Mike Maher, Maher Investments Kay Matherly Jim Morrison, James M . Morrison Insurance Services, Inc . Eddie Myers Mike Naylor Russell Riviere, Bagula Riviere, Coates & Associates, LLP Justin Steers, UBS Financial Services Ted Viola Viola Wheelihan, Real Estate Coastal Style George Young Advisory Board Jerry Carter, NRG Jerry Johnson, Space Advisors Matt Simons, DJO, Inc . Lifetime Honorary Members Liz Carnes Dave Kulchin Eleanor Murrell Greg Nelson Chuck Smith Steve Tague 2 DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F ----------------- BOYS & GIRLS CLUBS OF CARLSBAD 2018-2019 ANNUAL REPORT ABOUT BOYS & GIRLS CLUBS WHAT IS A BOYS & GIRLS CLUB? The mission of the Boys & Girls Clubs of Carlsbad is to inspire our community’s young people to BE GREAT by offering educational, enriching, and fun experiences in a safe environment . Our guiding values drive everything we do; we believe in safety, respect, leadership, teamwork, inclusion, and FUN! Our Clubhouses provide youngsters with a safe location for exploration and transformative experiences . Each child is given the opportunity to develop to their fullest potential in inspiring and engaging ways . We offer youth a place to call their own, and have an open-door policy . With an annual membership fee of only $50 per year, no child is ever turned away due to inability to pay . WHAT MAKES A BOYS & GIRLS CLUBS UNIQUE? � Members are given the freedom to make their own choices of what activities they’d like to participate in, gaining independence and self-confidence in the process . � Trained youth development professionals provide positive role models and mentorship . Volunteers provide key supplementary support . � The Club has an open-door policy, and is available every day after school and most school holidays when kids have free time and need positive, productive outlets . � The Club is facilities-based – an actual neighborhood building designed solely for youth programs and activities – and satisfies the age-old desire for kids to have a place to truly call their own . WHAT PROGRAMS DOES A BOYS & GIRLS CLUB OFFER? Designed to help young people gain a sense of self-perspective, Club programs specifically foster positive attitudes and behaviors . Our five core program areas include: � Character and Leadership Development � Education and Career Development � Health and Life Skills � The Arts � Sports, Fitness and Recreation Our Clubhouse Directors are given the freedom to tailor specific programs within each of the above core areas based on member interest, time of year, and available resources . 3 DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F A HOME AWAY FROM HOME History and Overview Boys & Girls Clubs of Carlsbad has served over 95,000 youth since it opened its doors in 1952 as the Carlsbad Boys Club . At first, the Club functioned mostly as a recreational site where young boys found a safe, fun-filled, nurturing environment . It served as a “home-away-from-home” for many single-parent working families . In 1992, the Club officially changed its name to the Boys & Girls Clubs of Carlsbad, following the lead of the national organization to include females in its daily programming . Today, the Club emphasizes teaching positive life skills, provides educational enhancement, as well as a full spectrum of arts, recreation, and leadership development opportunities . Over the past 67 years, the Club’s original location on Roosevelt Street in the Village of Carlsbad has been renovated five times . The most recent renovation, completed in 1999, marked the most dramatic changes in the Club with the addition of a dedicated technology center, covered swimming pool, gymnasium, and teen center . A second facility, housed in a mobile unit, was established in 1982 in La Costa to serve the southern sector of the city . In February 2012, the new state-of-the-art Bressi Ranch Clubhouse was opened in its entirety to replace the tiny La Costa branch . In 2015, teen programs were established at both Carlsbad and Sage Creek High Schools, extending the Club’s outreach and impact on this critical age group . Proudly Supporting Our Community We are proud of our rich heritage in the Carlsbad community, and to support not only its children but their families as well . Here’s what some of them have to say about their Club experience . “We had lost our home, and we didn’t know where we were going to go or what we were going to do. I found the Boys & Girls Club, and I don’t know what I would do without them. I wouldn’t be able to function - to put the smile on - without the Club. Thank you guys for loving my kids as much as I do, and for always making them feel safe, welcome, and happy.” - Jacqui “My daughter has aspergers and my son has downs syndrome. About seven years ago, I left a domestic violence situation with the childrens’ father. I told the kids to grab one toy each, packed some clothes, and we were on our way. The Club has been a place where my children feel safe, connected; it’s a home. I have a wonderful village here at the Club. It’s a testament to the staff, it’s a testament to something bigger than just an after school program. The Club is so precious to my heart.” - Crystal “I do my best. Hopefully, it’s enough. Currently I’m an Uber driver and I’m just trying to make ends meet while I complete my degree. I’m a single dad to my 10 year old daughter, who loves the Club. She’s shy, but very social. Everybody needs a safe place for their kids and this is it.” - Chris The buildings we call “Clubhouses” are truly vibrant communities for our children – safe places of hope and opportunity . Boys & Girls Clubs of America alumni report that Clubs continue to have both an immediate and long-lasting impact on their lives . In fact, 57% of alumni said the Club saved their life . These testimonials are living proof that Boys & Girls Clubs of Carlsbad impact young lives every day . The Club instills a sense of belonging, competence, usefulness, and influence, and we are proud of our rich heritage in the Carlsbad community . 4 DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F ----------------- BOYS & GIRLS CLUBS OF CARLSBAD 2018-2019 ANNUAL REPORT THE BOYS & GIRLS CLUB NATIONAL MOVEMENT The Boys & Girls Club movement encompasses more than 1,100 independent organizations and the national organization, Boys & Girls Clubs of America . Local organizations serve young people and communities through some 4,645 Club locations . While Boys & Girls Clubs of America serves its local organizations, it does not manage the operations of individual Clubs, which are governed locally . Among many highlights of the past year, national critical outcomes focused on three key areas: Academic Success, Good Character and Citizenship, and Healthy Lifestyles . Inherent in these strategic initiatives is the belief that every child – no matter how challenging their life circumstances – deserves opportunity for success . When young people enter the doors of a Club, they start down the path toward their own great futures . National Movement Profile* � 61% of Club members qualify for free or reduced-price school lunches � 4 .3 million youth are served annually � On a typical day, 458,000 children and teens enter the doors of a Boys & Girls Club � 413,000 adult staff and volunteers � 64,000 adult professional staff � 323,000 volunteers � 26,000 board members *compiled from Boys & Girls Clubs of America’s 2017 Annual Report 5 DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F CLUB SUPER STARS6 MVV – Most Valuable Volunteer2018 Rae Merritt2017 Steve Price2016 Scott McCary2015 Marylou Flanders, Rancho Carlsbad Cooking Club, Team Nike2014 Rob Holzman, Justin Livingston, Pam McCormick2013 Chelsea Andelin, Julie Hart-Lawson, Scott Scofield, Collin Sorenson2012 Eleanor Murrell and Steve Price, Harvey Rushfeldt2011 Jim Baird, Sam Russell, Teresa White, Lea Woodall2010 Alexis Hamama, Gloria Kroupa, Jorge Lopez, Leah Shead2009 North Coast Church2008 Prashant Bhat, Rob Lorek, Steve Price2007 Bethlyn Burditt, Kimberly Pottin, Richard Peyran2006 Colby Geller, Invitrogen Corporation, Eddie Serna2005 Gasper Chifici, Becky Moore, Andrea Otway-Barnes2004 Gesa Cowell, Steven Degraffenreid, Karen Shaffer2003 Susie Passons, Mark Watkins2002 Harvey Rushfeldt2001 John Crane2000 Tom Perry, Cory Sheehan Hustle Award2018 Richard Macgurn 2008 Viola Wheelihan2017 Randy Ferren 2007 Bill Larson2016 Ted Viola 2006 John Harelson2015 Patrick Casinelli 2005 Alyssa Mercier2014 Joe Durkin 2004 Frank Cowell2013 Kris Garrett, Sharone Story 2003 Scott Grugel2012 Lenette Howard, Ken Ames 2002 Richard Goldman2011 Matt Harelson 2001 Gasper Chifici2010 Dave Kulchin, Viola Wheelihan 2000 Liz Carnes 2009 Randy Ferren Tony Dausilio’s Champions for Children 2018 Frank Dudek2017 Rudy & Cheryl Zavalani2016 George & Meryl Young2015 Watkins Landmark Construction2014 DEI’s Forte for Children2013 Tom Bertrand, West Steak & Seafood2012 Julie and Matt Harelson2011 La Costa 35 Poker Tourney Committee, Chad Of All Trades2010 Ryan Grant, Gregorio’s Italian Restaurant, La Costa Resort and Spa, NRG Cabrillo Power2009 Rancho Carlsbad Estates, Hudson Printing, Thomas Bransford, Blackburn Foundation, Viola and Mike Wheelihan2008 Hoehn Motors Inc, La Costa Resort and Spa, John Manson/North County Athletic Association, Rancho Carlsbad Estates, Rotary Clubs2007 Helen and Fred Arbuckle, HSBC, Tri-City Hospital Foundation2006 Carlsbad Premium Outlets, Jacqueline and Ash Ibrahim2005 Cisco Systems, Inc ., Furnishings 4 Less2004 Dawn and Keith Blackburn, Callaway Golf Company Foundation2003 Cabrillo Power I LLC, Synergy Printing Services2002 McMillin Companies/Brookfield Homes2001 Aegis Electronic Group, Inc ., KIT San Diego, Inc ., Lennar, TaylorMade-adidas Golf Company2000 Patricia A . Burruss, Pamela L . Whitcomb MVB – Most Valuable Board Member Bob Grimes Humanitarian President’s Choice2018 Derek Berg 2013 Matt Harelson2017 Russ Kohl 2012 Stephen Tee 2016 Brad Holland 2011 Matt Simons2015 George Young 2010 Randy Ferren2014 Sharone Story 2009 Luke Matteson MIP – Most Inspirational Person2018 George Young 2013 Bill Larson2017 Mike Maher & 2012 Richard Macgurn Kalyn Maher Walker 2011 John Manson, Rancho Carlsbad2016 Eddie Myers Steering Committee 2015 Joe Durkin 2010 Jim Morrison 2014 Brisha Cordella Mr./Ms. Clutch2018 Mike Battin, 2014 Eleanor Murrell, Marylou Flanders Viola Wheelihan2017 Jason Labrum and 2013 Brisha Cordella, Mike Maher Derek Berg 2012 Luke Matteson2016 John Harelson 2011 Chuck Smith2015 Russ Kohl 2010 Ken Hume Employee of the Year2018 Cierra Halstead, Heather Oliver2017 Chris Coletti, Bianca Magana2016 Jessica Leon, Brince Washington2015 Rae Henderson, Jessica Landin2014 Shakera Robinson, Nicole Stanley2013 Anna Mendez2012 Anna Cruz2011 Toni Brown, Curtis Nieder2010 Allyson Evers, Allyson Hurd2009 Jim Salvia2008 Eddie Canales, Lleymi Cruz2007 Pat Maldi, Wendy Ramirez, Patty Tate2006 Kelly Morrison Pop, Laura Murrell2005 Julie Martinez, Jim Salvia2004 Crystal Odem, Ernesto Sanchez2003 Ben Hicks Event Honorary Chairpersons2018 Golf Tournament David Abeles, Taylor Made Golf Company Gala Meryl and George Young2017 Golf Tournament David Abeles, Taylor Made Golf Company Gala Rancho Carlsbad Seniors for Boys & Girls Clubs2016 Golf Tournament Mark King, Adidas Gala Mike and Maribeth Maher2015 Golf Tournament Ben Sharpe, TaylorMade Golf Company Gala Luke Matteson2014 Golf Tournament Mark King, TaylorMade Golf Company Gala Ann and David Kulchin2013 Golf Tournament Mark King, TaylorMade Golf Company Gala Jim Minarik, Forte For Children2012 Golf Tournament Mark King, TaylorMade Golf Company Gala Henrietta “Hank” Blacic2011 Golf Tournament Pete Sanchez, TaylorMade Golf Company Gala Steve Fisher, San Diego State University2010 Golf Tournament Pete Sanchez, TaylorMade Golf Company Gala Liz Carnes2009 Golf Tournament Frank Dudek, Dudek Gala John Cottingham, Life Technologies2008 Golf Tournament David Lloyd, Cabrillo Power I LLC Gala Bill Hoehn, Hoehn Motors, Inc .2007 Golf Tournament Jack Becker, Barratt American, Inc . Dinner Auction Muriel and Irving “Irv” Roston2006 Golf Tournament Mike Levesque, Lennar Dinner Auction Ken Ryan, Waste Management2005 Golf Tournament Mick Pattinson, Barratt American, Inc . Dinner Auction Ted Owen, Carlsbad Chamber of Commerce2004 Dinner Auction Larry Clements, Barratt American, Inc .2003 Golf Tournament Ronald Packard, Former U .S . Congressman Dinner Auction Tim Stripe, Grand Pacific Resorts, Inc .2002 Golf Tournament Tony Mata Dinner Auction Barbi and Greg Nelson2001 Dinner Auction Fred Arbuckle, Morrow Development 2018 Mike Maher 2011 Luke Matteson 2005 David Kulchin2017 Jim Morrison 2010 Scott Chelberg 2004 Patrick Casinelli2016 Sharone Story 2009 Scott Grugel 2003 Richard Macgurn2015 Chuck Smith 2008 Becky Smith 2002 Jim Morrison2014 Travis VanTreese 2007 Ash Ibrahim 2001 David Kulchin2013 Tony Dausilio 2006 Luke Matteson 2000 Brian Constable2012 Scott Grugel 2018 Travis Van Treese 2011 Scott Chelberg 2005 Greg Nelson2017 Kay Matherly 2010 Scott Grugel 2004 Steve Tague2016 Teresa King 2009 Chuck Smith 2003 David Kulchin2015 Mike Maher 2008 Luke Matteson 2002 Bailey Noble2014 Bill Larson 2007 Mari & Rich Goldman 2001 Liz Carnes2013 Chuck Smith 2006 Richard Macgurn 2000 Norma Estes2012 Bailey Noble DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F ----------------- BOYS & GIRLS CLUBS OF CARLSBAD 2018-2019 ANNUAL REPORT YOUTH OF THE YEAR 7 But then Mara realized that she was in control of her own reaction to the situation . “I decided to take ownership of the situation, and not be ashamed of it or allow it to control me . I understand now that I am more than my circumstances, and there is nothing that is going to stop me!” With a renewed determination, Mara raised her GPA from 1 .25 to 4 .4 . She reconnected with friends, and found her inner tenacity, strength, and leadership capabilities . A senior at Sage Creek High School, Mara hopes to attend Pepperdine University and major in Chemistry . “We are so proud of what Mara has accomplished,” said Club CEO Brad Holland . “She has navigated a number of challenging life situations with grace far beyond her years . Her positive and pragmatic outlook will serve her well, and I am confident she will achieve whatever she sets her sights on .” “I am thankful for all of the opportunities and support the Club has offered . They have been there with me through the bad, and now we can celebrate the good together,” enthused Mara . Andrea Vidrio2018 Youth of the Year Runner Up Just like Mara, Andrea first stepped into the Club eleven years ago . She was a shy girl who never spoke her mind, and basically followed the crowd . Her time spent at the Club showed her what it means to be a leader, and that sometimes the right decisions aren’t necessarily the easy ones . Andrea used to be friends with bullies . She knew it was wrong to watch them hurt others while she laughed in the background, and through the Club, she finally found her voice to call the bullies out on their behavior, and make everyone feel welcome and comfortable . “Loyalty and kindness are now important to me, and I fight for others and support them . I stand up for what I believe is right, even if I’m standing alone,” says Andrea in a voice far beyond her years . A big challenge for Andrea is dealing with her anxiety and depression . She has worked hard to express herself in healthy ways that overcome her unease . She may seem strong and outgoing from the outside, but inside she feels vulnerable . With the Club’s help, she has learned to reach her goals and take on challenges, including managing to maintain a 3 .0+ GPA throughout her middle and high school years . She takes her education seriously, and hopes to work to improve the foster care system and help others . “I’d like to work on finding all the resources available to help foster youth find homes, as well as a path to success,” states Andrea . “I hope to be a mentor to kids, and help prevent them from causing trouble that could prevent them from being adopted .” Our Youth of the Year applicants are screened and judged on leadership qualities as well as exemplary character, academic achievement, and service to Boys & Girls Clubs and their community . Thanks to the generosity of Julie and Matt Harelson, a $10,000 college scholarship is provided to our Youth of the Year winner . Scholarships for the other finalists are provided courtesy of Keith Blackburn and Tim Stripe . Previous Youth of the Year winners include:2017 Maria De La Mora 2008 Donna Anderson 2016 Zachary Munitz 2007 Myriam Rodriguez2015 Vanessa Perez 2006 Aurora Jimenez 2014 Vanessa Garcia 2005 Toni Brown2013 Jonathan Miller 2004 Melissa Uribe 2012 Julianna Garner 2003 Tyson Garcia2011 Gerald Ball 2002 Breanna Racheck 2010 Cierra Halstead 2001 Trevor Ball2009 Prashant Bhat 2000 Laura Rudolph Mara Waynick2018 Youth of the Year Mara Waynick turned her hardship into hard work . When Mara was dropped off at the Club for the first time eleven years ago, she was a little wary of what she would find . But once she started making connections with other Club members and staff, she jumped in feet first and took advantage of every opportunity that came her way . “I’m so grateful for my club experience . I went from being the girl who couldn’t wait to go home, to the girl who never wanted to leave,” recalls Mara . Life has not been easy for Mara . At the start of her senior year, Mara learned that her single parent was unexpectedly going to be absent for five months . An only child and just 16 years old, she was left to fend for herself . “I cried when I heard the news; I felt scared, angry and betrayed . The entire situation derailed me, and I found myself skipping school and consequently my grades take a nosedive .” DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F OOVS ti, GIRLS CIJfflS 1'0_1101lw11rJ,•rol Ma.ro. v./o.y~ir,k t1aooo.- /f; fhou.so.nd a.nd. °?foo------ll.,11.tr, YEAR IN PHOTOS8 August ‘18 ~ Summer camp field trip fun September ‘18 ~ Fundraising records shattered at the Club’s 37th Annual Gala, chaired by Barbi Nelson, Viola Wheelihan, and Teresa King October ‘18 ~ Making slime for Halloween December ‘18 ~ Music makes the world go around July ‘18 ~ Fun’s the name of the game at Vigilucci’s Beach BocceWorld Championship which raised more than $125,000 for the Club November ‘18 ~ Those don’t look like poker faces! atLC35’s Annual Charity Poker Tourney to benefit the Club DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F ----------------- BOYS & GIRLS CLUBS OF CARLSBAD 2018-2019 ANNUAL REPORT YEAR IN PHOTOS 9 January ‘19 ~ Celebrating birthdays in the first month of the new year February ‘19 ~ Taking care of business - getting homework done March ‘19 ~ Taste of Bressi event boasted over 600 guestsenjoying bits, beverages, and beats April ‘19 ~ It’s all “Fore” the kids at the Club’s 67th Annual Golf Tournament May ‘19 ~ Youth of the Year Contestants with Club CEO Brad Holland June ‘19 ~ School’s out! DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F A THANK YOU TO OUR DONORS10 Jeremiah Milbank Society Jeremiah Milbank was a humble man who inspired greatness in others, and is the inspiration for the society that bears his name . His life was full of remarkable accomplishments as a businessman, financier, and philanthropist . A lifelong believer in volunteerism, he helped President Herbert Hoover develop the national organization that is now Boys & Girls Clubs of America . The Jeremiah Milbank Society is a national recognition society for individuals who give $10,000 or more to a local Boys & Girls Club . 2006 Teresa and Gary Manguso Ralph Walton* 2007 Friend of Boys & Girls Club2009 Friend of Boys & Girls Club Friend of Boys & Girls Club2010 Lynnette and Foster Friess Friend of Boys & Girls Club2011 Friend of Boys & Girls Club 2012 Friend of Boys & Girls Club2013 Teresa Cannon Bailey and Joan Noble2014 Mike and Maribeth Maher Bailey and Joan Noble Verna Krahn Jeff Sloan2015 Patricia Larkin Fore Eddie and Lisa Myers Mary Ann Price Chuck and Maryanne Smith Tim Stripe A Lasting Legacy Visionary individuals have helped to advance Boys & Girls Clubs of Carlsbad’s tradition of excellence through bequests and other legacy gifts . Our organization honors and recognizes the generosity and foresight of those who have chosen to leave a legacy for our community’s children via our Foundation’s Planned Giving Program . Legacy Circle Society Laura BertinoDonald M . deCamera Liz CarnesWalter and Eleanor Malen Ralph Walton* Bequest Heritage Circle Society Laura Bertino* Our Supporters The following partners have invested in the development of our youth during our 2018–19 fiscal year (July 1, 2018 through June 30, 2019) . On behalf of the Board of Directors, staff, and members of the Clubs, thank you for your continued support! $25,000+County of San Diego DEI Holdings, Inc .Teresa and Mark King Mike MaherManna Charitable Foundation Greg and Barbi NelsonSahm Family Foundation George and Meryl Young $15,000 to 24,999Filipovitch & Co . Eddie and Lisa MyersRite Aid Foundation Watkins Landmark ConstructionZable Foundation $10,000 to 14,999 Geoffrey E . Bell, D .D .S .Derek and Jessica Berg BLT EnterprisesCalStripe, Inc . Carlsbad Charitable FoundationCarlsbad Christmas Bureau Patrick FarleyJeremy and Veronique Gottlieb Scott and Sandy GrugelHoehn Motors, Inc . James M . Morrison Insurance Services, Inc . John and Karen MosbyMary Ann Price Vigilucci’s Viking Commercial Construction Weaver Empire, Inc .Wells Fargo $5,000 to $9,999 Mike and Brenna BattinBoar’s Cross’n Rick and Trisha BothmerBoys & Girls Clubs of America California Bank & TrustCavignac & Associates Scott and Debbie ChelbergChristian Credit Counselors City of CarlsbadColliers International David C . Copley FoundationDatron World Communications, Inc . Dempsey ConstructionDH Charles Engineering Ronnie and Cheri DixonDonegan Burns Foundation DPR ConstructionDudek Joseph and Denise DurkinDW Holdings Ronnie FergusonScott and Sheri Ferrell First Citizens BankJohn and Julie Forester Forte For ChildrenThe Goetz Firm, Inc . Justin GoodingHeineken USA Intelligence Driven AdvisersKeith Kelson Russ and Martha KohlDusty and Heather Moyer Mike and Kathy NaylorRuth and Steve Netzley Nordson Corporation FoundationNRG Energy, Inc . Bree O’SheaChuck Smith Sharone and Matt StoryTim Stripe Toyota CarlsbadEric Tracy Tri-City Medical CenterWilli and Veronika Voelker Kalyn and Nick Walker DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F ----------------- BOYS & GIRLS CLUBS OF CARLSBAD 2018-2019 ANNUAL REPORT A THANK YOU TO OUR DONORS 11 $1,000 to $4,999 A .O ReedAccess Biologicals Diane Allen-BainesAllstate Lending Group, Inc . Chad ArendsonJohn Aston B .P .O .E . No . 1561 Bingo Charity FundBeach Necessities Joe and Shirley BeemerGene and Pam Bentz Mike and Shannon BinghamKeith Blackburn Board & BrewRussell and Linda Bonafede Elizabeth BurmeisterLarry and Jayme Cambra Larry CampbellCarlsbad Hi-Noon Rotary Club FoundationCarlsbad Premium Outlets Carlsbad Village MusicLiz Carnes CBRESpencer Chamberlain Andy ChaoRobert and Lori Ciano Keith and Amanda ClardyGerry and Vicki Cohen Brian and Becky ColbyCarlo Coniglio Brisha and Chris CordellaJohn Cottingham Shelia CottinghamCOX Communications CPLAran Cucine Dalimonte Rueb, LLCDiagnostic Consulting Network Inc . Dick’s Sporting Goods FoundationJoni Doyle Mike and Leslie DuichDenny Esh Douglas and Christine EvansAdam Fierer Evan and Megan FilipovitchNick and Margi Filipovitch Chip and Sarah FinkFirst Choice Bank The Samuel I . & John Henry Fox Foundation Jeff FrantzDeeAnn Freeman Friend of the Boys & Girls Clubs of Carlsbad Steve and Janet Gaspari David GehrkeMike Giblin Rona GilbertRobert Green Jim and Kathy GresikJulie and Brian Gruber John and Tami HarelsonEric Harnish Havas Edge San DiegoHeidt Family Foundation Fredric and Susan HolligerRob Holzman Hudson PrintingHunter Industries, Inc . Jazzercise, Inc .Jenna Lee Design Judith and Clarence JuhlCole Jurden Bo KaemerleKinder Morgan Foundation David and Ann KulchinAndrew and Robin LaDow Antoinette LaJoyeLaw Offices of Richard B . Macgurn Greg and Elizabeth LewisBrad Livingston Scott MacGregorKay and Greg Matherly Joan McAfeeJames McNab Frank MigliazzoMark and Deanne Monte Enzo MoralesKevin and Mary Jo Mosby Eleanor MurrellEarnie Oar Kay OsbornPacific Building Group Donald ParadiseElizabeth Park Michael PeckhamChris Pinnell Robert PopePratt Memorial Fund Rancho Carlsbad Garden ClubBetty Ritter Russell RiviereKelly Robertis and Dave Hegan Ted RobinsonBarry Ross Ken and Suzy RyanJon and Jennifer Schmauss Tim SchnellDarcy Seda David Shaffer Kristen and Peter SieffertGlenn and Terri Soppe Justin and Jolie SteersKevin Sternagle Tague Alliance Insurance Agency, Inc .Amy and David Taylor David ThomasTotal-Western, Inc . TRUISTUBS United Way of San DiegoKyle and Kristina Utne Alex ValenzuelaTravis and Jennifer Van Treese ViaSatTed Viola Steve WagnerLance Waite Waste ManagementElizabeth Weisse Delores WekslerKeith and Maureen Wieland Matt WilliamsKatherine Witmeyer Gregg WolfsonWayne Woodard Troy and Tara WoolleyYourCause, Corporate Employee Giving ProgramsDaniel Zavalani The Never Ending Circle Boys & Girls Clubs of Carlsbad offers tribute to those whose gifts were made in their name: Arthur Davidson*Judith Goldman Herman Kurth*Pat Kurth* Maribeth Maher*Bailey Noble* Bill SlatteryShirley Slentz *deceased continued on page 12 DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F A THANK YOU TO OUR DONORS12 In-Kind Contributions Donations valued at $500 or more Alaska Airlines Allie’s Party Equipment Rental, Inc . American National Investments, Inc . Arrowood Golf Course Ballast Point Beer Derek Berg Bird Rock Coffee Roasters BJ’s Restaurant and Brewery Board & Brew Boochcraft Booze Brothers Bradford Renaissance Portraits Brandt Beef Jerky David Buckner CaliFino Tequila California Pacific Airlines Callaway Golf Company Chakra Media Coca Cola Coola Sun Care Coomber Craft Wines Christine and Mike Crowley Culver Beer Company Cutwater Spirits Rye Dalton Del Mar Thoroughbred Club Dick’s Sporting Goods Division 23 Brewery Frank Dudek Elite Island Resorts Equinox Eusinus Vineyard Fairbanks Ranch Country Club Patrick Farley Fetchez La Vache Marylou Flanders Flippin’ Pizza Forte For Children Golden State Cigars Grand Pacific Resort Services Grandview At Las Vegas Green Flash Brewing Company Gregorio’s Sandy and Scott Grugel Handcrafted Artisan Cheese Matt Harelson Haro Bicycle Corporation Chris Heller Herr Photography, Inc . Holiday Bowl HRE Performance Wheels Hsiao Law Hudson Printing Islands Jewels With A Purpose Karl Strauss Ken Kebow Kelly Cardenas Salon KIND Snacks La Casa Del Zorro Resort and Spa La Costa Limousine La Costa Wine Co . Law Offices of Michael Saunders Law Offices of Richard B . Macgurn Sublime Ale House Raphael Linhares Local Roots Kombucha Loews Hotels Lynx Grills Major Events and Catering Jeff Martin MERIC Spearfishing Monarch Beach Resort Montecito Inn Carey Moretti Mulloy Jewelers John Murk Eddie Myers James Norman Notorious Burgers OGIO International Omni La Costa Resort and Spa Paon Papa Marce’s Cerveceria Park Hyatt Aviara - Golf Club Clark Paul Pauma Valley Country Club Pedego Carlsbad Pieology Pizza Port Brewing Prana PRP Wine International Rams Hill Real Turntablism Entertainment Harry Rhioads Ryan Rhoads Chris Riley Andy Rogers RV Rentals San Diego San Diego Self Storage Marty Schulman SDSU Department of Athletics/Men’s Basketball Seacoast Gallery Senor Grubby’s Shelly Sheahan Chuck Smith Spa Girl Cocktails Spectrum Floral Kirt Stephenson Ed Stoll Stone Brewing Co . Tambo Café TaylorMade Golf Company That Pizza Place The Bridges at Rancho Santa Fe The Crossings at Carlsbad The Lost Abbey Tom’s Garage Band Trading Places International Trust Me Vodka Krissy Van Ness VF Corporation - Reef Vigilucci’s Anita Vizcara Wade Koniakowsky Art Walking Eagle Photography Sumotackle, Inc . Welk Resorts Servicing Center West Steak Seafood & Spirits Viola Wheelihan Margaret White Peter Wujek David Yapo George Young We appreciate all of our supporters and sincerely apologize for any unintentional omissions. DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F ----------------- BOYS & GIRLS CLUBS OF CARLSBAD 2018-2019 ANNUAL REPORT COMMUNITY SPONSORS 13 Community partners have helped the Boys & Girls Clubs of Carlsbad tremendously by creating opportunities that could not be achieved without the partnership . In addition to visibility on Club letterhead, marketing materials, event invitations and programs, and the website, our corporate partners enjoy a range of benefits that are tailored to meet their specific needs, and receive complimentary admission to our annual fundraising events . We invite all civic-minded individuals, companies, and organizations who are committed to the success, growth, and character of Carlsbad’s youth to arrange for a visit to discuss the benefits and privileges of community partnerships . For more information, please contact Brad Holland, CEO at bholland@bgccarlsbad .org or call 760 .444 .4897 . DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F I CltEATIVE FOOD INNOVATIONS h,ealtt, inspired foods FABRIC EveryLhing For The Outdoor Kitchen MIKE INVESTMENTS CAVIGNAC ~ ASSOCIATES INSURANCE BROKERS magazine [g O L BY Colliers INTERNATIONAL Real Estate Co . ~ J ■ . 1· b m'$J.. I ·tv-First Citizens Gott le W-:.P' nsper1 ... ,® Bank WEALTH MANAGEME T HR that Makes a Difference™ Financial Planning ano Jnvestment Counsej MAHER-WA LKER & ZEIGLER UBS FINANCIAL SERVICES EMPtOYU BENEflU • ltEAltU LIH & DIS.Al\llllY IN$URANCE ►N3 NAVIGATO BATTLN ATTORNEY 0MNr RESORTS la costa ;).~,. ~~ ~ .. RETIRE~IENT SOLUTIONS I C. ~RINCON [HOMES * UBS VIK YEAR IN REVIEW STATISTICS14 Total Youth Served Total Village Bressi Armory/Bobcat Club Members 2450 951 1126 373 Athletics Programs 750 Additional Youth Served 3800 Total Youth Served 7000 Total Youth Served: Age 6 Years Old 58 30 28 7 Years Old 221 99 122 8 Years Old 299 131 168 9 Years Old 281 118 163 10 Years Old 299 129 170 11 Years Old 252 115 137 12 Years Old 211 91 120 13 Years Old 168 70 78 20 14 Years Old 80 33 31 16 15 Years Old 119 46 25 48 16 Years Old 113 38 16 59 17 Years Old 68 25 7 36 18 Years Old 34 8 3 26 Unknown 247 18 61 168 Total Members Served: Ethnicity African-American 5% 4% 4% 6% Asian 6% 4% 8% 5% Caucasian 48% 48% 52% 43% Hispanic 18% 19% 14% 21% Multi-Racial 21% 23% 19% 20% Other 3% 2% 3% 5% Total Members Served: Gender Males 53% 52% 52% 54% Females 47% 48% 48% 46% After School Program Number of Members 1197 393 431 373 Average Daily Attendance After School Program 471 182 236 53 Summer Camp Program 454 201 253 Total Volunteer Service Number of Volunteers 503 Volunteer Hours 4188 Value of Volunteer Hours $106,501* *Based on $25 .43/hour per independent sector DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F ----------------- BOYS & GIRLS CLUBS OF CARLSBAD 2018-2019 ANNUAL REPORT FISCAL STATEMENT 15 Statement of Activities and Net Assets Year Ended June 30, 2019 Revenue and Support Club Activities $ 2,065,547 Facility Rentals 91,510 Dues and Fees 58,572 Contributions 593,776 Grant Support 129,067 Other Gains and Losses Special Events Revenue $ 794,920 Special Events Expense (221,797) Other Gains & Losses (11,093) Total Revenue, Gains & Losses $ 3,500,501 Expenses Program Services $ 3,049,401 General Services 194,025 Fundraising, Admin, Management 229,520 Total Expenses $ 3,472,946 Change in Net Assets $ 27,556 * Above figures are unaudited . DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F YEAR IN REVIEW An active Board of Directors, dedicated staff, and generous community members and business leaders have all worked tirelessly to raise the level of performance at Boys & Girls Clubs of Carlsbad for the fiscal year ended June 30, 2019 . Here are just a few of the year’s highlights . Bressi - Programs � Continued to successfully implement enriching STEM programs throughout the year by teaming up with community members like nurses, scientists, computer coders, and aerospace engineers to educate our members on the sciences and possible career paths . Not only did we bring these programs into our Clubhouse, but we went offsite to give our members quality, real-life experiences .� Engaged the Bressi community by inviting parents and community members to special events designed to showcase our Clubhouse and the work that we do to contribute to our club members’ development . We also encouraged our members to give back by partnering up with Activcare, a senior care facility, to provide friendship and companionship to their senior residents .� Fostered the arts by providing quality acting, dancing, and performing programs throughout the school year . From putting on big productions like Alice and Wonderland to providing all-inclusive experiences like a performance of a beautiful song signed in American Sign Language, the art programs that we provided helped our members with their self-confidence and cultural understanding . Bressi - Bobcat Bay � Bobcat Bay, our free daily after-school program at Sage Creek High School, chose to place emphasis on community service throughout the school year by participating in teacher appreciation, creating holiday cards for seniors, contributing to Toys for Tots and assisting with the Bressi Clubhouse’s Thanksgiving Feast, among many other projects . � Recognizing the need for mental health support among this age group, special focus was placed on stress management and education about mental health resources . Members made DIY stress balls, participated in yoga and meditation classes, and had a study organization and prioritization workshop . � After-hours “Teen Nights” were highly popular activities . These nights provide a safe and supervised place for teens to be in a healthy and supportive environment with friends . Notably valuable experiences included a SMART Girls night and Wise Guys night, during which a safe space was created for the members to both play and discuss challenges and solutions with one another and staff . Village - Programs� Our Friday Late Nights have continued to grow in attandence, as they provide kids a fun filled night of activites while allowing parents to enjoy an evening out .� We once again maintained a busy holiday schedule of events . Some of the highlights include our partnering with the Carlsbad Village assocation to hold a halloween carnival for community kids, our annual Thanksgiving Dinner that ensures every member gets a Thanksgiving meal, and our Holiday Gift Giving that provides a special wrapped gift for each child . � We continue to increase our efforts to raise awareness of the benefits of healthy lifestyles via our Healthy Habits program . We had 75 kids participate in our “Run Across America” program and collectively they ran over 1,500 miles . We also utilized our kitchen to teach kids how to prepare and cook healthy meals for themselves . � Our partnership with Revolution Foods ensures no child goes hungry as we serve every child a free healthy meal each day after school and over the summer break . � We created a new partnership with Carlsbad Village Music that allowed us to provide a music enrichment program for members to nurture their musical appreciation and talents, and C .V .M . also provided 8 private scholarships for children who wanted to take lessons and were financially in need . � Our Community Service Club was hard at work doing good throughout our community this year . They volunteered at beach clean-ups, neighborhood beautification projects, partnered with Kids for Peace on the Kindness Tour, and helped out with several other community non-profit projects . Village - The Armory � The Armory, our free after-school program at Carlsbad High, completed its 5th year on campus in the Library . � The program served an average of 50 members per day as our enrollment numbers and impact on campus soared . � Our members performed community service at 8 different volunteer sites, with members accumulating close to 500 total volunteer hours for the year . These sites included places like Bread of Life in Oceanside, The Rancho Carlsbad Humane Society in Encinitas, and the Carlsbad by the Sea retirement community in Carlsbad . � The Armory supported 12 members through the Youth of the Year scholarship application, an intensive process that provided growth and mentorship for all those involved . � The students participated in the on-campus Mental Health Awareness initiative to support our members and students through stress relief tactics and healthy mental health . Aquatics � The Aquatic’s Program continues to provide classes and services to our members and the surrounding community . Our club swim has continued to grow in popularity with our members . Athletics� Pacific Coast Hoops (PCH) is currently in its seventh year in existence and has grown from 5 teams to 12 teams in the last year . � YBL now offers 3 on 3 tournaments during the Fall and Spring seasons . � Our Middle School leagues produced Coastal North Conference Champions in girls volleyball, co-ed golf, boys basketball, track and field, and cross-country . Board and Administration � Under the successful leadership of Executive Board Member Sharone Story, our illustrious board’s annual “Kids’ Campaign” income exceeded $280,000 . � The Club was awarded Charity Navigator’s coveted 4 star rating for the fourth year, putting it in a select group of high-performing charities . � The Club’s four major fundraising events—a golf tournament, beach bocce ball championship, gala, and poker tournament—netted nearly $700,000 and engaged thousands of community supporters . 16 DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F ----------------- BOYS & GIRLS CLUBS OF CARLSBAD 2018-2019 ANNUAL REPORT OUR CLUB STAFF AdministrationBrad Holland CEOTeresa Deleon HR GeneralistSandy Grugel Director of FinancePat Maldi Consultant, Marketing & EventsEvan Perkins Director of OperationsRobin Rafferty Development Coord . Programs - BressiAndrew Aldecoa YDPMadeline Aldecoa YDPMichael Amparano YDPJohn Asuncion YDPKeralee Baldwin YDPMadeline Boogay YDPTyler Borden YDPCathy Boren Bus DriverKerianne Brennan YDPTalia Cain YDPKammy Carbone YDPKayra Carrillo YDPLeslie Castillo YDPMarisoll Castro YDPAllison Chambers YDPThomas Chronis YDPDavid Contreras Bus DriverAndrew Crane YDPNatalia Cruz YDPLauren Curee YDPNoah Curry YDPSamantha Daynes YDPLibby Dearborn YDPElisabet Delgado YDPJoseph Disopa YDPCase Ditzhazy YDPJuliette Dowe YDPNandhini Ekambaram YDPGuadalupe Enriquez YDPGabriella Feiring YDPArlene Fields Bus DriverJake Fitzgerald YDPDarely Flores YDPAlec Frank YDPBrittany Frenzel YDPBelen Avendano Garcia YDPJulian Garner YDPSerena Geroe YDPAllison Gilden YDPAlec Grugel YDPJanet Gutierrez YDPErin Hardin YDPRae Henderson Membership DirectorAvery Henderson YDPChelsea Henry YDPMonse Hernandez YDPBrooke Hollman YDPTravis Horning YDPLory Ibarra YDPJacob James YDPRayven Jones YDPPenny Lange Bus DriverJessica Leon Program DirectorJoanna Lopez YDPJennifer Macedo YDPBianca Magana YDPDulce Martinez YDPJustin Mcclendon YDPMirabella McDowell YDPMadeleine Miyamoto YDPThomas Moon YDPLisa Moquin YDPNicole Mosher Clubhouse DirectorDiana Mota YDPJenna Murray YDPHeather Oliver YDPDominic Padilla YDP Sarah Pearl YDPAlexis Petty YDPKalyn Platero YDPJennifer Polkis Membership Asst .Daniel Pollard YDPNick Poure YDPJerry Gonzalez Pulido YDPMarisa Ransdell YDPJordan Refaely YDPJessica Rieger YDPAmanda Sanders Bobcat Bay Coord .Amanda Sangari YDPKarla Santos YDPJenna Scotese YDPJulia Scotese YDPAriday Serrano YDPMirian Serrano YDPAllison Singer Membership Coord .Bradley Smith Membership Asst .Erin Smith-Soeten YDPKatie Lynn Skarwecki Taschner Teen DirectorKristina Thill YDPEmily Perez Torres YDPMara Waynick YDPAmanda Wehrmaker YDPSamantha White YDPCeleste Williams YDPLauren Wimsatt YDP Programs - VillageDallas Adams YDPJavier Aguirre YDPAdam Allen YDPKaryna Alvarez YDPKaren Antonio YDPEsperanza Avila YDPMarika Bagley YDPJoshua Billmeyer YDPPeyton Brittain YDPChris Coletti Program DirectorNicole Corona Membership Asst .Maribel Costa YDPEileen Craig YDPMaria De La Mora YDPElizabeth Dellamary YDPAbigail Devins YDPAnabel Dominguez-Chio Membership Asst .Michael Fene YDPAlexis Frazar YDPMegan Gannon YDPAshley Garcia YDPMalia Gardner YDPBrooke Garvin YDPAlberto Gijon YDPRyan Girod YDPCheyene Golden YDPMorgan Green YDPCierra Halstead YDPCedric Hart YDPRachel Hathcock YDPRae Henderson Membership DirectorHunter Hopkins YDPElizabeth Hopley Teen DirectorAnalicia Kish YDPElise Leary YDPMary Lopez YDPRachael Mattull YDPElizabeth Mendez YDPOceana Mendoza YDPNicholas Minnix Program Coord . Sandra Morales YDPTyler Morrow YDPCurtis Nieder Transportation & Facilities Coord .Ariana Pagan YDPKeena Palacio YDP Brittany Peek YDPCarl Petrovski YDPNikko Pousui YDPAriana Ramirez YDPJasmie Ramos YDPLauren Redford YDPRachel Robinson Membership Coord .Rebecca Sims YDPDalia Singh YDPAbby Snyder Clubhouse DirectorGino Spirito YDPEli Stevens YDPNicole Stewart YDPClaudina Tarin-White Bus DriverSydney Tomaneng YDPAlyssa Trujillo YDPRobyn Ukegawa YDPChelsea Urqhart YDPSarah Vidaurri YDPMarisol Villalpando YDPBrince Washington YDPDiane Willey YDP Aquatics Jennifer Baxter LifeguardAnasia Cuevas LifeguardDonovan Hanna LifeguardDebra Johnson LifeguardChase Murray LifeguardDavid Silva Aquatics CoordinatorFalon Stahley LifeguardTessa Greer Weurfel Lifeguard AthleticsXavier Allison CoachRebecca Bailey CoachGeorge Beck CoachKaylie Belk CoachBrook Brand CoachNigel Cabral Athletics DirectorGrant Corsi CoachCharles Daniel CoachDavid Duluk CoachCindy Gilbert CoachJoshua Gordon CoachAndrew Guillermo CoachKevin Hardyway CoachEstevan Hernandez III CoachTaelor Holdcraft CoachSydney Kidd CoachBenjamin Lead CoachEric Leider CoachMatthew Lopez CoachAustin Lowrt CoachNoah Marsh CoachRicardo Martinez YBL CoordinatorKatherine Morrow CoachJoann Nygard CoachThomas O’keefe YBL CoordinatorAshli Pardi CoachTony Pavlich CoachClaire Perhach CoachJohannes Pupping CoachDyaln Rossi CoachDresden Rowlett CoachScott Rubin CoachAndrew Tomkinson CoachMiachel Traegar CoachShawn Walker CoachGeorge Weaver CoachAaron Wofford CoachDavid Wurzer CoachRylee Zimmerman Coach 17 YDP = Youth Development Professional DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F www.bgccarlsbad.org Village Branch: 3115 Roosevelt Street Carlsbad, California 92008 760.729.0956 Phone 760.729.2279 Fax Bressi Ranch Clubhouse: 2730 Bressi Ranch Way Carlsbad, California 92009 760.683.5106 Phone 760.683.5107 Fax Design courtesy of Marylou Flanders Printing courtesy of Hudson Printing DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F BOYS & GIRLS CLUBS OF CARLSBAD DocuSign Envelope ID: BF86F293-FF71-498C-A975-B68EA376A61F Executive Board of Directors Jeremy Gottlieb, Board President Gottlieb Wealth Management Travis Van Treese, Past Board President City National Bank Luke Matteson, Executive Secretary First Citizens Bank Amy McNamara, Board Development Chair Urban Property Group Keith Kelson, Finance Chair Alvarez & Marsal Mike Battin, Human Resources Chair Navigato & Battin, LLP Derek Berg, Safety Chair Aptus Court Resporting Board Members Jamie Arterton -Vertex Pharmaceuticals David Berke Steve Cabano -Snapp & Associates A.J. Carroll -Carroll Engineering & Construction Scott Chelberg -Retirement Solutions Brian Colby -Sand & Sea Investments Kevin Dunn -Rincon Homes Travis Fabian -Salesforce Randy Ferren -California Bank & Trust Carrie Filla -Carrie Filla & Associates Marylou Flanders Evan Huckabay -Wells Fargo Alex Klingensmith -Intelligence Driven Advisers Russ Kohl -Rancho Carlsbad Bill Larson -Hospitality Development Group Greg Lewis -Jones Lang LaSalle Brokerage Mark Loftus -lnsperity Mike Maher -Maher Investments Jason Masherah -Upper Deck Kay Matherly Jim Morrison -Morrison Insurance Services, Inc. Mike Naylor Justin Steers -UBS Brandon Wheelihan -Wheelihan Construction Viola Wheelihan -Real Estate Coastal Style George Young Lifetime Honorary Board Members Liz Carnes David Kulchin Eleanor Murrell Greg Nelson Bailey Noble Steve Tague